Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexis? Claim Your ProfileAlexis Woodward is a financial advisor with Blend Wealth. Alexis has been in the financial industry for more than six years. Alexis is registered in Indiana and Texas. Alexis holds the Certified Financial Planner designation. Alexis works with high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth. Alexis provides financial planning, educational seminars, and portfolio management for businesses and individuals. Alexis also owns Blend Wealth Accounting LLC, which provides accounting and tax services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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11/24/2023 - Present
Blend Wealth (INDIANAPOLIS IN)
Active
Inactive
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