LET YOUR MONEY GO TO WORK FOR YOU  

Whether you are saving for retirement or just starting to invest, we're here
to help you work toward your financial goals.

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PERSONALIZED RETIREMENT AND INVESTMENT sTRATEGIES

PERSONALIZED RETIREMENT AND INVESTMENT sTRATEGIES

What does it take to build your ideal retirement? The personalized, comprehensive strategies and disciplined execution that put Ashwood Wealth Management on the map.

We have only one focus: you. We'll work with you to provide personalized support every step of the way.

WE'RE WITH YOU EVERY STEP OF THE WAY

We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.

The Pros and Cons of an NUA Strategy

The Pros and Cons of an NUA Strategy

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
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Building Your Legacy

Building Your Legacy

A four-step framework for building a personal legacy.
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Buying a Vacation Home? 5 Questions to Consider First

Buying a Vacation Home? 5 Questions to Consider First

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
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HOW WE WORK

We offer comprehensive insurance solutions and smart protection strategies.

Rowena Ruff

Rowena Ruff

Financial Consultant

Christian Erickson

Christian Erickson

Principal

859-333-2367 (voice only)

Christian Erickson

Christian Erickson

Financial Advisor

8595767709 (voice only)

Marcia  Boyd

Marcia Boyd

Office Manager

Download "Stop, Drop, and Go: 12 Essential Steps to Keep Your Family Safe From Fire.”

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