Check out a message from our founder!
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.
|Firm Start Year:||2017|
|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|
|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'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|
|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|
|Bachelor of Science - Business Administration||
California State University at Los Angeles - Los Angeles
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.
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.
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.
|Mon.||9:00 AM - 6:00 AM|
|Tue.||9:00 AM - 6:00 AM|
|Wed.||9:00 AM - 6:00 AM|
|Thu.||9:00 AM - 6:00 AM|
|Fri.||9:00 AM - 6:00 AM|