Advisor at North Woods Wealth Management
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Firm
North Woods Wealth Management
Location
Buffalo, NY 14209
Credentials
CFA®
Industry experience
4 years
Jeremy Wadsworth is a CFA® charterholder with nine years of experience in the financial industry. He has worked at North Woods Asset Management since 2017 and previously spent three years at Landmark Wealth Management. He is based in Buffalo, NY. North Woods Asset Management provides discretionary investment management and retirement-plan consulting to individuals, trusts, and retirement plans. The firm manages approximately $74.8 million for about 147 clients, using a structured “Three Filter” process that includes long-term asset allocation projections, fund and manager selection, and portfolio-level factor exposure reviews.
Based on North Woods Wealth Management
Based on North Woods Wealth Management
$0+: 0.50% to 1.00% (negotiable, based on account size and complexity) - general asset management range $0 - $5,000,000: 0.25% (Retirement Plan Consulting Services) $5,000,001+: 0.10% (Retirement Plan Consulting Services)
Account minimum: $1,000,000 Minimum fee: Minimum annual fee of $2,500 Fee-only: Fees charged as percentage of assets under management and fixed minimum fee; no commissions charged
977 Delaware Ave
Buffalo, NY 14209
New York
North Woods Asset Management
2017 - Present (9 years)
Landmark Wealth Management
2014 - 2017 (3 years)
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I'm a retirement focused advisor with over 10 years of experience. I specialize in tax-efficient retirement planning and investment management for those that are retired or within a few years of retiring, all for a flat annual fee. I launched Free Time Financial in March 2025 after spending 10 years working for a Registered Investment Advisor firm who provided tax-efficient retirement planning, but charged for the service based on how large your investment accounts were. That model never made sense to me, and I finally left to build a firm on my own terms, where I could take wonderful care of a smaller number of families and charge them based on the complexity of the service and not on how wealthy they are.
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