Who We Serve

Professionals & Executives

Would you like to collaborate on allocating cash, bonuses, or stock options?


Family Legacy

Are you looking to manage your legacy/inheritance or do you have concerns about transitioning generational wealth?


Business Owners

Would you like help with investing and growing your small business retirement accounts or pooled retirement plans?



Would you like more information about managing and growing your endowments?


Real Feedback

Real Clients

Real Impact

All quotes were provided by current clients, and they received no compensation.

  • “Highly personalized and unique customer service from the individuals and team. Always made to feel like the most important client of the firm.” – Meg D., current client

  • “Outstanding, Professional, Caring, and Trust with personal and confidential information. We trust, respect, appreciate and look forward to always being able to connect with our advisor. We also have found the entire staff to be the ultimate professionals, approachable, caring and respectful and knowledgeable.” – Joel R., current client

  • “Wooster Corthell took the time to understand our situation and developed a plan that was specific to our needs and future goals. I don't believe that this level of personalized service would be provided by a larger firm.” – Mike C., current client

  • “The principals are trustworthy, reliable, proactively contact me, connect with me - understand my situation, attentive, listen well, provide sound financial advice and services that have changed my life. I don't think I would be where I am today without their guidance and care. They don't try to sell products, but rather provide solid investment strategies. Their entire staff is friendly, helpful; a true pleasure to work with.” – Julie S., current client