What We Do
We help our clients achieve their life goals by helping them attain their financial objectives.Learn About Our Services
How We Do It
Our holistic proprietary process results in dynamic, flexibile financial planning customized to each client's needs.Learn About Our Process
Meet Our Team
We’re here to help you achieve your financial independence and maintain your financial well being throughout your life.
The Poodiack Wealth Management Group is a family-owned and operated firm based in Keene, New Hampshire offering individuals and families from the Monadnock region and across the eastern seaboard sound, long-term, yet flexible strategies for whatever life brings you.
About Our Process
Life is always a balance of priorities and considerations. The MagnaFORMula is our proprietary process — a holistic approach that integrates wealth management with risk and debt management, income and tax planning, and philanthropy for successful families, professionals, and business owners.
Learn more about our philosophy and approach by watching the video below or visiting the How We Work page.
We Partner with You
At the core of our philosophy and planning strategy is the notion that it’s NOT about the money. It’s about attaining or maintaining the life you want to live and achieving your goals. That can only happen by collaborating with you…by listening to you and together developing a way forward.
Weighing Your Financial Risks
Financial planning comes with potential rewards and risks. How much risk is factored in depends on your situation, your goals, timeline and comfort level with investing.
“Riskalyze” is a powerful state-of-the-art program we and our clients use to determine their "risk score".
Learn how your RiskAlyze risk score can help you.
Curious about your risk score?
Who We Work With
We’re partners in the renowned Steward Partners Global Advisory, allowing us to deliver comprehensive variety of wealth planning and investment strategy implementation, including:
- Professional asset management service,
- Private banking,
- Institutional consulting,
- International advisory and business solutions.