Advisor photo for Phil Wood

Phil Wood

APMA, CRPC, AIF®

Private Wealth Advisor
Chief Executive Officer of
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Your financial priorities

    Learn more about key financial and investment insights to help you achieve your goals.

    Explore insights
  • Key tax considerations

    Review tax planning strategies throughout the entire year, not just during tax season.

    Explore tax insights
  • Understand IRA options

    Learn the pros and cons of a rollover and how an IRA could help you achieve your retirement goals.
    See your options

Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

My commitment to clients

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

I provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review and analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals and share information with me safely and securely.

Ready to learn more about how I can help you? Getting started is as easy as scheduling a complimentary initial consultation.

Request a consultation

Featured insights

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Honored to be recognized in Forbes

My team and I are committed to helping our clients achieve their financial goals, both today and tomorrow. Forbes has recognized this dedication by including me on their 2024 Best-in-State Wealth Advisors list. I’m honored, and I’d like to thank my hard-working team and our loyal clients for making this recognition possible. I look forward to continuing our work together!