Key Capital Management, Inc.

EST. AUM
$392,952,016

CONTACTS

CLIENT ACCOUNTS
2,324

Firm Details

Metro area Nashville
CRD Number 173773
Website woodfinancialgroup.com
Client types

Overview

Wood Financial Group is a Hendersonville, Tennessee-based wealth management and retirement planning firm operating through Key Capital Management, Inc., an SEC-registered investment adviser. The firm specializes in retirement income planning, investment management, tax planning, estate planning strategies, and wealth preservation for individuals approaching or living in retirement. Its advisory approach emphasizes income sustainability, risk management, and personalized financial guidance.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Key Capital Management, Inc.

Platform Details

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Address

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