Trust and Estate Services
As an authorized fiduciary, Woodway Financial Advisors assists clients in a variety of services as trustee and/or agent, including IRA rollovers, qualified retirement plans, living trusts, testamentary trusts, charitable trusts, foundations, guardianships, investment management accounts, estate planning and executor services. Over the years, Woodway Financial has achieved an enviable reputation for designing sound plans for multi-generational estates and then effectively managing those estates.