Welcome to Woodberry Wealth Management & Associates Inc.

We are an all-inclusive wealth management firm in New York. We can help you actively build your net worth and achieve your financial goals.

Our Mission

Our Mission

Our objective is to help our clients manage, grow, and protect their assets. Our clients include individuals, families, and corporations. We demonstrate a high level of professionalism and integrity by delivering top-level services and strategy plans.

We understand the complexities involved in managing financial affairs. We offer innovative and personalized solutions for our clients, with a variety of wealth management and legal protection services. With over 15 years of experience, we ensure high-quality solutions while maintaining your confidence, protection, and privacy.

Experience You Can Trust

Experience You Can Trust

At Woodberry Wealth Management & Associates, we strive to become the leading wealth management firm in New York. Our unique blend of skills and services allow us to fully protect and grow the wealth of our clients.

We work with a skilled team of licensed attorneys, accountants, tax professionals, licensed insurance agents, and financial advisors.

Whether you need a brief financial check-up focused on a few specific areas, or a long-term relationship for ongoing investment management and financial advice, we can help you get on track, and promote substantial financial growth.

Building Futures and Changing Lives

We offer step-by-step guidance that will help you build a strong future. We understand the importance of long-term financial security, and we have the expertise to help you make the right decisions. Our clients know they can count on us because our wealth building strategies and financial planning services get results. We provide guidance on areas including:

  • Financial Planning
  • Estate Planning
  • Insurance Protection
  • Real Estate Matters
  • Legal Protection
  • Privacy Protection
  • Credit Score Repair and Maintenance
  • Tax Planning

For a wealth management firm in New York with proven results, trust Woodberry Wealth Management and Associates. Time is money as they say, so don’t wait another day.

Contact us today so we can get on the path towards building your security and wealth.

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