wiseradvisor

Bruce Brenner Wood
Hilton Head Capital Partners

Tel: (833) 300-4427
7 Lafayette Place
Suite B
Hilton Head Island, SC 29926
Hilton Head Capital Partners | Financial Advisor in Hilton Head Island ,SC

Check out a message from our founder!


About Hilton Head Capital Partners

Hilton Head Capital Partners founder, Bruce Wood, believes that regardless of the size of the company or the investment portfolio, that clients are looking for the same thing, an honest relationship with a professional who genuinely values their needs and concerns. There are always things that happen in life that we cannot control or plan for, we help you prepare for the unplanned as well as the planned.


General Information

Firm Start Year:   2017
No.of Employees:   2-4
Name of Custodial Firm:   Raymond James, Charles Schwab
Number of Years with Current Firm:   3
I work with the following types of clients:   Individual Investors, Non-Profit Organizations, Businesses


Services

Investment Types:   Insurance, Exchange Traded Funds (ETFs), Stocks, Mutual Funds
I can meet clients in the following ways:   Video Conference, Via email, Via phone, At your office, At your home, At my office


Qualifications & Memberships

Insurance and Annuity Licenses:   Life, Health, Annuity


Firm Information

Firm's Number of Clients:   80
Firm's Number of Managed Clients:   80
Assets Managed by Firm:   $60,000,000
Advisor's Number of Clients:   50
Advisor's Number of Managed Clients:   50
Advisor's Number of Planning Clients:   0
Assets Managed by Advisor:   $45,000,000


Compliance

Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee Only
Compensation Methods:   Hourly, Based on Assets


Education

Bachelor of Science - Business Administration  California State University at Los Angeles - Los Angeles


Bruce Brenner Wood

Bruce Brenner Wood

With more than 40 years of investment, banking and financial experience, Bruce knows firsthand about asset preservation and keeping his clients on a steady investment course during volatile markets and changing economic times.

Bruce's career path began in Richmond, Virginia, where he worked as a bank officer and financial analyst after serving as a Special Agent in Army Intelligence during the Vietnam conflict and receiving the Army Commendation Medal. He subsequently joined Merrill Lynch as a Financial Advisor and continued to build on his investment management experience over the years with Prudential Securities, EF Hutton/Smith Barney and UBS PaineWebber, before joining Wells Fargo Advisors.

Bruce received his Bachelor of Science in Business Administration from California State University at Los Angeles. In his free time, you will find Bruce involved with antique automobiles, as a member of the Lowcountry Oyster & Motorcar Driving Society in Hilton Head Island, South Carolina. Over the years, Bruce has contributed to his community by serving as Past President of Lions Club International, Past President and Lt. Governor of Kiwanis International, and Special Olympics. He has also served his local Veterans of Foreign Wars (VFW).

On a personal note, Bruce and his wife, Karen, are blessed with a daughter who resides in Annapolis, Maryland, and proudly served for 12 years as a U.S. Naval Officer. Bruce and Karen also have two retired racing greyhounds, and both volunteer to promote greyhound adoption awareness in their community.

My Services

Financial Advice & Consulting

Hilton Head Capital Partners offers clients an ongoing consulting relationship where the representative will provide advice and guidance on a client's overall financial situation. This service can include investment advice, financial planning, or other service agreed upon between the client and HHCP. This service is available to existing Portfolio Management clients as an added service, or as a standalone service to new clients.


Portfolio Management

Hilton Head Capital Partners offers ongoing portfolio management services based on the individual goals, objectives, time horizon, and risk tolerance of each client. HHCP creates an Investment Policy Statement for each client, which outlines the client's current situation (income, tax levels, and risk tolerance levels) and then constructs a plan to aid in the selection of a portfolio that matches each client's specific situation.

My Team

Robert began his career in financial services as an intern with Merrill Lynch. After graduation, Robert worked briefly worked for Citigroup Smith Barney prior to relocating to Charlotte, NC in 2008. Since then, Robert held multiple positions at LPL Financial, Wells Fargo, and Great Lakes and Atlantic, including positions as compliance officer, team leader, and Director of Operations. In 2018, Robert founded Independent Advisors, Inc. In 2019, Robert joined Hilton Head Capital Partners as a Finan ...more

Tom is the Founder and Managing Partner of WaterStreet Research Partners, a firm specializing in providing strategy, research and investment tools to independent practices. Tom has over 30 years of experience in the investment business including 26 years as a Chief Investment Officer. He is an expert in building quantitative investment approaches and has created numerous successful academic based investment strategies. Tom assists Hilton Head Capital Partners with investment and market resea ...more

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 6:00 AM
wiseradvisor-balck-li-img Tue. 9:00 AM - 6:00 AM
wiseradvisor-balck-li-img Wed. 9:00 AM - 6:00 AM
wiseradvisor-balck-li-img Thu. 9:00 AM - 6:00 AM
wiseradvisor-balck-li-img Fri. 9:00 AM - 6:00 AM

Social Networks

tweeter facebook linkedin