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MEMBER PROFILE

 

Keith Wood

Erie Wealth Advisors

 

Member profile details

Membership level
Cleveland Individual
First name
Keith
Second name/initial
Leighton
Last name
Wood
Title
Wealth Advisor
Company
Erie Wealth Advisors
XPX Chapter Email Lists
  • Cleveland News & Events
 

CONTACT INFORMATION

City
WESTLAKE
State
Ohio
 

PROFILE INFORMATION

Call me when
Your business is ready to take the next step—whether it’s retirement, passing the business to family member, or preparing for a sale. I am dedicated to helping clients navigate the complex financial, legal,and emotional aspects of the transition.
Profession
  • Insurance
  • Wealth Manager
Functional Expertise
  • Employee benefits
  • Exit/Transition Planning
  • Investments
  • Retirement
  • Risk management
  • Strategic planning
Client Industry(ies)
  • Business Services
  • Computer/Electronics
  • Health/Pharma/Biotech
  • Manufacturing
In Business Since
2016
How to contact
440-541-4521
Advisor Resource Relationships
  • AM&AA
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