Jamie Lima, CFP®, MBA Woodson Wealth Management

About Jamie Lima, CFP®, MBA

Hi, I am Jamie Lima, President and Founder of Woodson Wealth Management (WWM). I grew up in a family that always seemed to have money challenges. They just didn’t have the financial freedom they longed for.

I promised myself early on that I would do whatever I had to do in order to ensure that my clients never feel the same struggles relating to money that I did.

Because of those experiences, I’ve created a firm dedicated to helping others continue to doing what they love to do with ZERO financial stress.

Woodson Wealth Management is a fee-only wealth management firm dedicated to helping those who would normally be overlooked by other firms, due to the size of their investment accounts, manage, maximize, and continue to grow their wealth.

Just to share with you a bit about me personally, I grew up in a very small town in Rhode Island.

In early 2000, I decided I had enough of shoveling snow every year and decided to pack my belongings and take the $1,500 I had saved up over the winter, and just drive. I ended up in California where I hustled – working in hotels, restaurants, and other side jobs while I completed college. Luckily, I was able to get my first experience in the financial services industry, while my wife and I began to start our family, with Morgan Stanley. This experience is what launched my career and fueled my passion for financial planning.

Fast forward nearly 20 years (and 5 kids later!), and I have worked for two large firms before launching my own; most recently, working for Fidelity Investments where I managed 450 relationships and oversaw roughly $1.2 billion in assets.

Unfortunately, in this environment and due to the sheer number of clients I had to work with, I felt I was unable to truly provide a wealth management experience where I could really help people in every aspect of their financial lives. I always felt that we merely skimmed the surface in our relationships there, and that didn’t sit well with me as a CFP® and fiduciary.

This is why Woodson Wealth Management was borne. Here, our advisors including myself will work with only 50-75 clients so we create a very personal and high-touch experience for those we serve. Previously, I had a hard time remember client’s names. That will absolutely never happen here. We’re creating a family environment, and my promise to you is that you’ll never get lost in the shuffle.

I really love helping his clients make complex financial decisions, and ‘making the puzzle pieces fit’ for them. The Financial Planning process can seem like an overwhelming exercise, but it doesn’t have to be. My job is to ensure that my team and I are with our clients every step of the way.

From a cost perspective, Woodson Wealth Management is a fee-only wealth management company that charges a flat quarterly or monthly retainer. We also have traditional assets under management agreements for those seeking assistance with investment management. This allows us to ensure full transparency on the fees you are charged, and the services offered; aligning our mutual goals with one another.

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Ideal Clients

  • Gen X
  • HENRY (High Earners, Not Rich Yet)
  • Pro Bono
  • Wealth Management
  • Young Professionals

Ways Advisor Charges

  • Quarterly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Quarterly Fee: $300+/qtr
  • Flat Fee: $749+/engagement
  • AUM: 0.60%

SEC Records

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