The firm’s seasoned professionals offer a personalized, confidential, and long-term approach to serving clients. We are able to provide full infrastructure across investments, operations, trade settlement, compliance, technology, and business development.
Determine a client’s objectives and constraints without restriction or undue influence.
The firm's expertise and experience extend to strategic initiatives of family businesses, specialized mandates, as well as concentrated single stock positions, both public and private.
Access the best active and passive investment strategies, including external managers and strategic partners.
Bruce Woodward has served the needs of high net-worth investors, families, and their enterprises for over 35 years. Prior to joining the firm in 2021, Mr. Woodward worked with Del Monte Corporation, Sunset Magazine and Botsford Ketchum Advertising. In 1982, Mr. Woodward started as a financial advisor, working with several leading firms: Kidder Peabody, Prudential Securities, Paine Webber/UBS, Wells Fargo, and SF Sentry. Mr. Woodward is very active in several Bay Area community organizations such as The Guardsmen, the Olympic Club, Bohemian Club, and Golden Gate Wine Society. Currently he serves as Trustee of the San Francisco Maritime National Park Association. Mr. Woodward previously served in various civic organizations, including: CPMC Hospital, Sacred Heart Schools, UOP School of Dentistry, Palo Alto Financial Planning Council, Atherton General Plan Committee, Pets Unlimited, Gladstone Institute, and Sausalito Wine Experience. Mr. Woodward received a B.A. in Advertising from San Jose State University.
Mr. Woodward works with Integrated Advisors Network. Integrated is a Registered Investment Advisor with over 35 independent advisory practices around the country and over $3 billion in client assets (as of 6.30.2021). Integrated offers an extensive range of resources and relationships that allow Mr. Woodward to focus on his clients and their complex personal investment needs.
Reach out with any questions or to set up a meeting to discover the best path to your financial freedom!
304 4th Street, Sausalito, California 94965, United States
Monday - Friday: 9am - 5pm
Saturday: By appointment