Woodway Financial Advisors Inc.

Description

Woodway Financial Advisors Inc. provides investment management, financial planning, and trust and estate services to individuals and professional companies. It offers trust administration services, including custody and safekeeping of trust assets, manage investments, regular review of investment performance and trust activity, collect income, distribute income to beneficiaries or reinvest according to trust provisions, review and process requested discretionary distributions, pay bills, periodic statements of assets and transactions, maintain records, annual summary for tax return preparation, and remainder distributions. The company also provides estate administration services, such as assisting with will probate, collecting and safeguarding estate assets, preparing inventory of estate assets, appraisal of estate assets, notifying creditors, paying debts and expenses, collecting monies owed to the estate, managing estate assets, marshal assets and assist with transfer of title; and coordinating with professionals in probate filing, inventory, accounting, and preparation and filing of tax returns. In addition, it offers financial planning in the areas of estate, long-term retirement, stock option analysis, investment allocation and management, tax planning and analysis, educational funding, budgeting and cash flow management, insurance analysis and coordination, debt management, and employee benefits. Further, the company provides services for foundations or charitable organizations. Woodway Financial Advisors Inc. was founded in 1982 and is based in Houston, Texas.

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