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Wood Creek Capital Management
Wood Creek Capital Advisors in Lynchburg, VA, offers personalized financial guidance to help you navigate retirement planning. We address key concerns like...
Wood Creek Capital Management
Wood Creek Capital Advisors in Lynchburg, VA, offers personalized financial guidance to help you navigate retirement planning. We address key concerns like crafting a reliable income strategy, exploring investment options for all stages of retirement, and understanding the impacts of inflation and i
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
Lynchburg
Corporate office
101 Duncraig Drive, Unit 106, Lynchburg, VA 24502, United States
Principals
Doug Jones
Founder and Wealth Planner
Sector focus
Frequently asked questions
Who makes investment decisions at Wood Creek Capital?
Doug Jones, the founder and wealth planner, is the sole named principal on the firm's public website. The firm does not list any additional investment advisors, partners, or investment committee members, suggesting Jones is the primary decision-maker for the practice.
Does Wood Creek Capital manage money for institutional investors or family offices?
No. All public materials describe the firm as a retail-oriented advisory practice focused on individual retirement planning. There is no mention of institutional separate accounts, commingled funds, or multi-family-office services.
What investment products or asset classes does Wood Creek Capital use?
The firm's website frames investment options broadly within the context of retirement, referencing income strategies and portfolio development, but it does not publicly disclose specific asset classes, fund structures, or third-party managers it uses on client portfolios.
Does Wood Creek Capital disclose its assets under management or client count?
No. Assets under management, client count, and assets under advisement are not published on its website nor traceable to primary regulatory disclosures made available directly by the firm.
Where is Wood Creek Capital physically located and does it operate nationally?
The firm's office is at 101 Duncraig Drive, Unit 106, Lynchburg, VA 24502. Its public materials focus on a Lynchburg-based client relationship and do not list additional offices or formal national coverage.
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