Crescent Grove Advisors
Jim Wood is a Senior Client Advisor of Crescent Grove Advisors. Jim creates customized financial planning strategies that help top executives, entrepreneurs and business owners build, manage and transfer their wealth.
Prior to joining Crescent Grove Advisors as anequity partner, Jim was a Senior Client Advisor at Cedar Street Advisors, a boutique wealth management organization catering to highly affluent clients. Previously, Jim was an account manager with a subsidiary of Goldman Sachs, where he was responsible for advising C-suite executives on their personal financial affairs.
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Crescent Grove Advisors
At Crescent Grove Advisors they provide sophisticated, objective investment and financial guidance to individuals and their families, and to institutions, endowments and foundations.