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Northwoods Wealth Management
NORTHWOODS WEALTH MANAGEMENT is an SEC-registered investment adviser in BUFFALO, NY, registered since 2019. The firm manages approximately $150 million in...
Overview
NORTHWOODS WEALTH MANAGEMENT is an SEC-registered investment adviser in BUFFALO, NY, registered since 2019. The firm manages approximately $150 million in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Buffalo
Corporate office
Los Altos, CA, United States
Frequently asked questions
How does the firm handle concentrated stock positions?
Based on its stated advisory focus, Northwoods Wealth Management incorporates concentrated equity management into its planning framework through exchange funds, option strategies, and structured sales programs. For pre-IPO equity and restricted stock, the firm advises on Rule 144 compliance, lockup expiration planning, and 10b5-1 trading plans. The firm's proximity to Silicon Valley means it regularly addresses the tax consequences of ISO exercise, 83(b) elections, and qualified small business stock.
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