Financial firm Steward Partners expands with the addition of advisor Mike Wood, who reportedly brings $502 million in assets under management.
Financial Advisor Mike Wood Joins Steward Partners in Norfolk, VA
Mike Wood, a seasoned financial advisor with over two decades of experience, has joined Steward Partners in Norfolk, VA. Wood brings with him a client base primarily consisting of high-net-worth individuals, multi-generational families, and business owners, managing $502 million in assets.
Wood's focus is on succession planning and complex credit needs, providing comprehensive, planning-first advice along with CFO-style services that cater to clients seeking strategic guidance and long-term partnerships. His addition to Steward Partners enhances their presence in the Hampton Roads market.
Steward Partners is committed to building a high-impact, high-integrity environment for both advisors and clients. The firm is recognized for its culture of true partnership and advocacy, values that align well with Wood's approach.
Wood's collaborative approach is valued by Steward Partners. He will collaborate with a dedicated team at the firm, seeking to expand his reach to serve retail investors. Wood is excited to deliver deeper, more personalized planning across generations.
Jeff Gonyo, Head of Wealth Management at Steward Partners, believes Wood adds tremendous value across the entire firm. His addition significantly increases assets under management, brings a strong client base, and offers expertise in complex planning and business succession.
Wood's practice is rooted in delivering fiduciary-driven, high-touch wealth management. He values true partnership and advocacy, aligning well with Steward Partners' culture and technology-driven, multi-custodial platform. He joined the firm seeking a long-term home that elevates his capabilities and client experience.
At Steward Partners, Wood collaborates with like-minded professionals to deepen personalized planning across generations and extend service to retail investors. His values and approach emphasize thoughtful stewardship and a culture of partnership that reinforces Steward Partners’ mission to provide high-integrity, growth-oriented wealth management.
In summary, Mike Wood brings a deep background in wealth management with a focus on sophisticated planning and business owner needs, aligned with Steward Partners’ values. His addition is seen as a major enhancement for the Norfolk, VA office, strengthening fiduciary wealth management locally and beyond.
[1] Steward Partners Press Release, [Date] [2] Wood's Biography, Steward Partners website, [Date]
- Mike Wood, with his extensive experience in finance and investing, has joined Steward Partners in Norfolk, VA, where he plans to provide comprehensive, planning-first advice and CFO-style services to business owners and high-net-worth individuals, mostly focusing on succession planning and complex credit needs.
- As Wood collaborates with a team at Steward Partners, he intends to expand his reach to serve retail investors, seeking to deliver deeper, more personalized planning across generations while leveraging the firm's technology-driven, multi-custodial platform.
