Woodward Wealth Management was founded in 1984 with one purpose: To maximize financial opportunities by creating one wealth management plan to last a lifetime - and beyond. We call this plan OnePortfolio(SM).

You only have one life to live. We help you protect and build wealth by bringing your investments, assets and retirement goals together into OnePortfolio.

Our firm is a true and independent advocate for our clients. The level of trust we achieve shows in our high retention rate and the quality of life our clients can reach once every aspect of their financial world is simply managed through OnePortfolio.

We are headquartered in Denver, Colorado and have affiliate offices in Naples, Florida and Newport Beach, California. Principals Al and Marilyn Woodward have been instrumental in shaping the wealth management industry.

Al and Marilyn offer over half a century of financial advisory and investment management experience. As one of the nation’s oldest and most respected wealth management firms, we consistently combine old-fashioned common sense with a progressive knowledge of ever-changing tax laws, interest rates, market conditions and investment vehicles.

The Woodward Financial Group Incorporated Registered Investment Advisor disclosure statement, Part II, Form ADV is provided to clients of the firm. Others may, upon written request, obtain Part II, Form ADV form the California, Colorado or Florida Securities Commission.

Many people manage their investments separately from their mortgages separately from their retirement and estate plans.

We show them that making these decisions separately can cost them substantially in lost opportunities to protect and build wealth.

OnePortfolio integrates wealth so that your entire financial picture finally works together in a simple way that helps you build wealth, relax during retirement and leave something for your heirs.

Contact our staff today or call 303.355.0556 to find out how we can create OnePortfolio(SM) for you.

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