Woodside Wealth Management

Woodside Wealth Management is an independent, fee-only registered investment adviser that provides comprehensive wealth management, discretionary portfolio management, and standalone financial planning to individuals (including high-net-worth clients) and businesses. As of late 2025 the firm managed roughly $266 million for about 110 clients and operates with a two-advisor team, acting in a fiduciary capacity and delivering advice primarily on mutual funds and exchange-traded funds.

The firm's investment approach is grounded in Modern Portfolio Theory, emphasizing diversified allocations tailored to each client's objectives, risk tolerance, and liquidity needs. In practice Woodside builds portfolios largely from no-load mutual funds and ETFs and supplements its MPT foundation with additional techniques — including charting, technical analysis, and fundamental analysis — while typically managing accounts on a discretionary basis through an institutional custodian platform.

Compared with many peers, Woodside pairs a relatively large asset base with a very small advisor headcount, which can influence its operational scale and client servicing model. Other notable aspects of the firm’s disclosures include an ownership interest held indirectly by a living trust, an explicit fiduciary acknowledgment for retirement accounts under DOL guidance, and a policy of not voting proxies on client securities.