Pete Wood, a FINRA registered representative of McClurg Capital Corporation, is founder and owner of Wood Associates, where he provides investors an enviable array of financial services. For over 25 years, Pete has developed and implemented sound investment strategies for individuals and trans-generational accounts, trust accounts, corporate accounts and 401K's.
Beyond professional portfolio management, Pete assists clients as they navigate the myriad of family, financial, and life decisions requiring thoughtful strategic analysis. A graduate of Lake Forest and the UC Berkeley Graduate School of Business Executive Program, Pete is well equipped to guide you through the complexities of banking, insurance, long-term care, social security, Medicare, and retirement planning. And keep you informed all along the way with frequent communication. Pete welcomes your call today. Invest a few minutes and give Pete a call. You may find it to be one of your best investments.