Do you need help in reaching your current or future financial goals? Get the professional assistance you need from an experienced wealth management firm. Count on FREEWOOD PRIVATE WEALTH MANAGEMENT, LLC in Worthington, OH for retirement and estate planning services. We work with various affluent individuals and investors in the area. Our role is to help you and your family in securing your retirement, managing your investments, as well as ensuring that you can leave a legacy for your heirs.
We are a full service investment and financial planning firm clearing securities.
Jill Wood, CRPC®, CEO, and CCO of FREEWOOD PRIVATE WEALTH MANAGEMENT, LLC
A second-generation entrepreneur with over 20 years of financial experience, Jill’s expertise in investments combined with her knowledge of tax-efficient financial planning serves business owners’, families’, and individuals’ philanthropic and estate planning needs. Jill and her husband Joe have two daughters and live in Powell, Ohio.
Our business philosophy is built on Trust and Integrity, first and foremost. We genuinely care about people and we want our clients to know how important they and their families are to us. We believe that clients deserve an uncommon level of personalized wealth management. That is the main reason that we act as a financial advisory resource for clients. We place our client’s hopes, dreams, and aspirations at the core of our thoughtful and responsive process.
We took a fresh look at our service model, as well as the service model at many firms, and we decided that serving affluent clients would enable us to do more for each, by gaining and maintaining a deeper understanding of clients’ changing lives. Today, we’re devoted to providing an extra measure of proactive and trusted service. This, we believe, is why we’re the “first call” for many clients – especially when matters of health, wealth, and family are primary concerns.
We offer goals based on strategies and financial wisdom that embrace retirement planning, income planning, wealth transfer, philanthropy, and liability management.
It’s a privilege to serve clients we admire for their achievements and values. We care deeply about fulfilling their most cherished wishes and creating greater certainty toward living their dreams and planning for leaving their desired legacies to their heirs.
More Than Just Retirement Planning
As a full-service wealth management firm, we offer comprehensive financial services. One of the ways we make sure that you are invested appropriately is that we team up with your estate planning attorneys and accountants. We do this to give you peace of mind that you and your family will be financially secure in the years to come.
Joseph Freeman, Co-Founder, Principal Owner of Freewood Private Wealth Management,LLC
Joe has over a decade of experience in the financial industry. He has spent the last ten years working with families and businesses primarily in central Ohio to help them accomplish their financial goals. Joe lives in Worthington with his wife Jessica and son Joey, and he is very involved in the Worthington community.
Simplify and enhance your life. Make your financial planning an easy task with the support of FREEWOOD PRIVATE WEALTH MANAGEMENT, LLC. Our wealth management firm is dedicated to helping you build and manage your wealth using proven financial strategies. Speak with one of our staff using the provided contact details. We are more than glad to accommodate your inquiries about retirement planning and our other financial services.