Financial Planning & Wealth Management for Where You Are Now and Where You Plan to Go

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What We Do

We help our clients achieve their life goals by helping them attain their financial objectives.

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How We Do It

Our holistic proprietary process results in dynamic, flexibile financial planning customized to each client's needs.

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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.

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Read About Our Mission & Values

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 Process

Get These Complimentary Downloadable Guides to Help You Start Planning Your True Wealth Roadmap.

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?

TAKE THE RISKALYZE SURVEY HERE

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.

We pride ourselves on delivering personalized client service with an unwavering commitment to excellence. As such, we provide our clients with access to the full suite of products and services available through Raymond James.