Cedarwood Wealth

Thad King is a financial advisor at Cedarwood Wealth with 13 years of industry experience. He previously worked at Citigroup and J.P. Morgan Securities, contributing six and seven years respectively. Thad holds Series 63 and Series 65 licenses. Cedarwood Wealth manages approximately $135.5 million across about 90 client accounts, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers discretionary and non-discretionary investment management and financial planning, utilizing asset allocation across ETFs, mutual funds, stocks, and bonds, supported by fundamental and cyclical analysis.

Gregory Watson is a financial advisor at Cedarwood Wealth with 22 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Cedarwood Wealth, he worked at JPMorgan Securities, LLC and JPMorgan Chase Bank, N.A. from 2017 to 2025, as well as Citigroup from 2014 to 2017. Outside of his advisory role, he serves as Director of Client Experience at Legacy Custom Signs and Graphics LLC, a signmaking and graphic design business. Cedarwood Wealth manages approximately $135.5 million across about 90 client accounts and provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, employing asset allocation strategies that include ETFs, mutual funds, individual stocks, and bonds.

Jeffrey Bullock is a financial advisor with Cedarwood Wealth in Highlands Ranch, CO, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has worked at Greenwood Income Partners, LLC and J.P. Morgan Chase Bank, NA, among other roles. Outside of his advisory work, Bullock is involved in family investment through Greenwood Income Partners and owns a small business coaching firm focused on strategy in the construction industry. Cedarwood Wealth manages approximately $135.5 million across about 90 client accounts and provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services. The firm serves individuals, high-net-worth clients, pension plans, trusts, charitable organizations, and corporations using customized portfolios and a variety of analytical approaches.