08 Feb Kevin Woods
Kevin Woods has been providing lifestyle-focused financial planning and portfolio management to families for over twenty-five years. He intentionally limits the number of clients he manages to highlight the individualized planning process for each client. His focus is helping families make good financial decisions that support their lifestyle needs, charitable giving, and legacy intentions. His emphasis on portfolio management focuses on managing downside risk as much as growing wealth for future income. Kevin counsels clients in managing cash flows, tax planning, review of wills and estate planning objectives, planning for retirement, and providing insurance needs analysis.
Prior to joining Gratus Capital, Kevin was a Lead Advisor, Principal, Chief Compliance Officer, and the Chief Operating Officer for eight years at an Atlanta SEC-registered investment advisory firm. He helped grow this firm from $40 million to $350 million in assets under management in a 6-year period. Prior to serving at that firm, Kevin was an independent financial advisor providing portfolio management services for nine years. He is a member of the National Association of Personal Financial Advisors, the nationally-recognized Fee-Only organization.
He graduated from The State University of New York with a degree in management. He also graduated from the College for Financial Planning and carries the professional designation of Certified Financial Planner™.
He currently serves on the Development Committee for Camp Twin Lakes, a nonprofit organization that provides a camp experience for children with physical and mental disabilities.
Outside the Office
Kevin and his wife, Kathleen, have lived in Atlanta for over thirty years. They have four children and are active in the Dunwoody community.