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Wealth Management

Your wealth plan should be based on your individual goals, not some index or benchmark.


We all can agree that our goals in life cost money.  And we know retirement, kids’ college and travel carry the largest price tags.  But do we feel confident our current portfolios are customized to achieve those goals?

Pride Financial Partners believes you play an integral role in building your portfolio.  Rather than you being told what to do with your money, we build a foundation beginning with an education.  With this, we work together to design your investment strategy.  Without understanding the basics, we will not truly commit to the work that needs done to achieve our greatest achievements in life.

 

What makes Pride Financial Partners different?

We want you to be confident and comfortable with your financial future.  The global economy and stock market are more complex than ever before.  You have more than 20,000 investments to choose from.  We pride ourselves in educating you on our options and how they relate to your goals.  And only once you understand the plan we’ve built together will we take action.

We are truly independent.  Unlike many wealth management firms, we are not biased to any one fund family, product type or investment platform.  Woodbury Financial Services is an independent Broker Dealer who believes in freedom and flexibility which allows us to find the best strategy for you.

You always have options.  Whether you consider yourself a socially responsible investor, a fee conscious investor, an aggressive or conservative investor; we have options for you.  The freedom of choice is important when you invest your life savings.  You shouldn’t have to settle for less.


Our investment products and services are provided to help you achieve your financial goals at every stage of your life; whether it's personal or business related, we can help. 

  • Retirement Vehicles - IRA, 401k, SEP IRA, SIMPLE IRA, etc.
  • Non-Qualified Brokerage -Mutual Funds, Individual Stock holdings, Bonds, Annuities, CD's, etc.
  • Alternative Investments -Real Estate Investment Trusts (REIT), Oil and Gas, etc.
  • Sustainable and Socially Responsible Investing
  • Deferred and Immediate Annuities at variable and fixed rates of return.

 

SCHEDULE A CALL 503.828.9447 or Isaac@pridefinancialpartners.com