James D. Woodard

Services Offered

• Investment management
• Insurance strategies
• Holistic financial planning

About

James D. Woodard is a financial consultant based in Richmond, Virginia, affiliated with Oppenheimer. He specializes in aligning clients' unique goals and values with comprehensive investment and insurance strategies. James employs a thorough discovery process to understand each client's specific situation, time horizon, and risk tolerance. He focuses on serving high net worth individuals, families, corporate executives, and businesses, helping them grow and protect their assets while addressing complex financial issues.

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