While celebrating the milestone of 40 years in business, Woodard & Company Asset Management continues their role as a trusted source in the asset management arena – providing clients with much-deserved peace of mind.
Their focus remains – as always – on integrity and working within the highest standard of ethics, dedicated to individuals, families of all sizes and local businesses.
“At Woodard & Company, we really try to build and maintain that solid level of trust. We certainly don’t take that trust for granted,” explains Investment Advisor John Woodard III. “Considering how hard our clients have worked for their money, we want them to sleep well at night!”
One thing is absolutely certain: If the stock market is open, you can rest assured their office is also open – with a trusted advisor ready and willing to answer your questions. As in every aspect of life, quality matters, from dedication through the years that yielded the building of their very own classically styled office space in Bermuda Run during 2006 – to growing the highest quality team of professionals who provide disciplined asset management to meet client needs, while holding their fiduciary responsibilities to the highest level.
“While utilizing those high-quality investments, we’re aware of that particular investment’s expectations for the future, which helps us build a financial framework,” shares President John Woodard, who founded the company in 1985.
“Always acting in our clients’ best interests, we believe our team approach, and forming an investment committee that makes decisions for every client is the best way,” shares John III. “Every day, we are collectively looking for what’s good for each client. Our professional advisors have compiled more than 137 years of experience in the investment industry – and blend all their knowledge to arrive at the very best decisions for families and individuals. We are fiduciaries and hold the clients’ interests first.”
“Always Buy Quality and Diversify” is the trademarked and well respected mantra that has served the company well for the past four decades. With assets of more than $1 billion in management, the company’s success is largely based on making thorough, informed decisions that start with establishing a client’s investment objectives. Next comes the process of determining the portfolio options that best fit the client’s individual needs and goals.
Buying quality and diversifying means applying an investment discipline incorporating quality investments that are diversified, based on the client’s personal level of risk tolerance and their overall economic situation. What also stands out at Woodard & Company is the choice of asset management as their singular focus. This provides fee-only discretionary investment portfolio management, and they do not sell insurance or annuities. John also stresses the importance of their uncompromising personal service and the value of their assistance with a family’s overall financial planning.
Another stellar tradition that began last year, Woodard & Company is continuing their “Women Talk Money” series that brings together a panel of experts from different professions – accounting, law and philanthropy – to discuss and share strategies on how they handle their own finances. “Keeping women engaged in their own financial futures is key to success,” shares John III.
Join the Woodard & Company team at noon on Thursday, October 16th for this candid and enlightening presentation at Forsyth Country Club, 3101 Country Club Road in Winston-Salem. Reserve your spot by calling their office at 336.998.7000, or email [email protected]. This informative event is free, and lunch will be provided.
Woodard & Company Asset Management Group was also recently named one of the 2025 Family Business Awards honorees by Triad Business Journal – an award that recognizes family owned businesses across the Triad who demonstrate excellence, innovation, ethics, philanthropy and long-term contributions to our region.
“We are grateful to be acknowledged alongside nine other outstanding businesses that embody these values,” shares John III.
On April 23rd, the team was privileged to attend the Triad Business Journal’s Outstanding Women in Business Awards ceremony, where their very own Joan Woodard was formally recognized as one of this year’s 25 honorees. Joan’s dedication has impacted the firm in countless ways through the years, alongside her husband, John, Founder and President. The entire Woodard team welcomes every chance to give back and support loyal customers who have supported their efforts for the past 40 years.
Woodard & Company is conveniently located across from Bermuda Run Country Club, at 117 Kinderton Boulevard in the Kinderton Business Park, Bermuda Run, NC, 336.998.7000. Their offices are open Monday through Friday 8:30 a.m. – 5:00 p.m., and you can learn more about their services and continuing dedication to clients at WCAMG.com, or email [email protected] to request a financial consultation.
