Sherwood (Woody) Forman, MBA, CFP®, CIMA®, AIF®

President and Wealth Advisor

Woody is passionate about helping the families we serve make smart financial decisions so they can focus on living the life they want. With more than 15 years of experience, he works with individuals and families on retirement planning, investment strategy, and long term wealth management.

As a CERTIFIED FINANCIAL PLANNER® professional, Certified Investment Management Analyst® advisor, and Accredited Investment Fiduciary®, Woody helps clients bring all aspects of their financial life together, including investments, taxes, retirement income planning, and all the other financial decisions that come up along the way.

Woody is a proud University of Miami alum and a lifelong South Florida resident, giving him a strong understanding of the unique opportunities and challenges families in the area face.

Outside of work, Woody enjoys staying active, working on his golf game with hopes of eventually becoming a mediocre golfer, and spending time with his wife, Aly, and their daughter, Elle.