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Our Services

Making good decisions now can benefit the rest of your lives, so we approach your retirement planning strategies with care. With so many financial products available, our experienced advisors offer important insights in navigating fluctuating markets. We adhere to smart financial planning strategies that are designed to guide the growth and health of your investments throughout your lives.

We support pre-retirees and retirees with a variety of services.

  • Comprehensive Investment Planning & Management Strategies
  • Wealth Preservation
  • Retirement Strategies
  • 401k & IRA Rollovers
  • Tax Minimization Strategies
  • CPA & Income Tax Preparation
  • Asset Protection & Estate Planning
  • Insurance & Annuity Products
  • Education Planning
  • Charitable Giving Strategies


Key Capital Management, Inc. is a subsidiary of Wood Financial Group, LLC, and a SEC Registered Investment Advisor. Key Capital provides fee-based wealth advisory and retirement services that include: wrap accounts, advisor directed or third party-managed accounts, asset allocation and portfolio reporting, tax trust and estate and financial planning services. Investment advisory services are offered by Wesley Wood and Danny Prestage.

Wood Tax Advisory Group provides personalized tax preparation and accounting services. We believe it’s important to avoid paying any more in taxes than you have to. That means taking advantage of every strategy, deduction, and credit that you're entitled to and seeking tax savings methods through various investment options.


Triad Advisors is our independent broker dealer firm. Our relationship with Triad enables us to offer you non-proprietary investment options without corporate constraints or obligations. We keep your needs as our priority.