Woodard & Company Asset Management Group, Inc.

Woodard & Company Asset Management Group, Inc. Woodard & Company Asset Management Group, Inc. Our corporate philosophy is to provide discretionary asset management using traditional

(WCAMG) is an independent and privately owned Registered Investment Advisory firm established in Winston-Salem in 1985. The corporate philosophy of WCAMG is to provide discretionary asset management using traditional investment mediums for individuals and institutions that emphasize sound fundamental values and principles. We do not perform financial, tax, or estate planning for our clients, we in

vest and manage portfolios. We work closely with clients to establish investment objectives and determine portfolio policies that best fit their objectives. The focus of our organization is the management of our clients’ investment portfolios.

New episode out now.This week, John sits down with his father, WCAMG founder and president John Woodard Jr., to tell the...
08/28/2026

New episode out now.

This week, John sits down with his father, WCAMG founder and president John Woodard Jr., to tell the story behind the four words that close every episode of this show: Always Buy Quality and Diversify. John Jr. shares real examples of what happens to a portfolio when quality or diversification is missing, and how that same philosophy comes to life today in the firm's Market Leaders Portfolio.

Over four decades later, the idea has never changed.

Listen now wherever you get your podcasts.

John's Weekly Pick this week: Daingerfield's at Westglow in Blowing Rock.

Watch Here:
https://youtu.be/4tGt8BUwfBI?si=XxGmOjLQF86ZxdvC

Listen Here:
https://TheGenerationalInvestors.podbean.com/e/always-buy-quality-and-diversify%c2%ae-the-story-behind-our-motto/

In Episode 18 of The Generational Investors, host John Woodard III ...

New episode out now.This week, John sits down with a good friend of the firm, Stu Epperson Jr., founder and president of...
08/14/2026

New episode out now.

This week, John sits down with a good friend of the firm, Stu Epperson Jr., founder and president of The Truth Network and host of the nationally syndicated Truth Talk. Stu shares his journey into broadcasting, why he has always seen the work as a calling rather than a career, and the role that faith and gratitude have played in building a network that reaches more than 400 affiliates nationwide.

A conversation about purpose, positivity, and building something that matters.

Listen now wherever you get your podcasts.

John's Weekly Pick this week: the power of prayer.

Watch Here:
https://www.youtube.com/watch?v=clUvF55arKA
Listen Here:
https://TheGenerationalInvestors.podbean.com/e/faith-meets-business-a-conversation-with-stu-epperson/

Protecting your family, your business, and your wealth begins with understanding the threats. Join us at Forsyth Country...
08/11/2026

Protecting your family, your business, and your wealth begins with understanding the threats. Join us at Forsyth Country Club for an evening on cybersecurity and investing on October 6th, featuring David McSweeney of Fidelity Investments.

Seating is limited. Kindly reserve your place by September 29th at wcamg.com/events or by calling (336) 998-7000.

New episode out now.After a turbulent first quarter, the market roared back in Q2. John and John Woodard Jr. break down ...
07/31/2026

New episode out now.

After a turbulent first quarter, the market roared back in Q2. John and John Woodard Jr. break down one of the strongest quarters for investors in years: the S&P 500 up 14.9 percent, the Dow closing at a record high, and small caps surging more than 21 percent.

They cover the earnings and AI-driven demand behind the rally, the Fed under new Chairman Kevin Warsh, the strengthening dollar, and what could lie ahead in the second half.

Listen now wherever you get your podcasts.

John's Weekly Pick this week: farming.

Watch Here:
https://youtu.be/aDkTREhFFKE

Listen Here:
https://TheGenerationalInvestors.podbean.com/e/q2-2026-recap-the-market-roars-back/

In Episode 16 of The Generational Investors, host John Woodard III ...

Episode 15 is live.The new Trump Accounts are here, and the details matter more than the headlines. John and Matthew Bla...
07/17/2026

Episode 15 is live.

The new Trump Accounts are here, and the details matter more than the headlines. John and Matthew Blades, CFP® break down the $1,000 government contribution, the contribution rules, the fine print families miss, and who should actually open one.

Available now on YouTube, Spotify, Apple Podcasts, Amazon Music, and iHeartRadio.

John's Pick of the Week: ketosis and the keto diet.

Always Buy Quality and Diversify®

Watch Here:
https://youtu.be/mACF2BNocjA
Listen Here:
https://thegenerationalinvestors.podbean.com/e/understanding-accounts/

Our new website is live!!Visit wcamg.com for a clearer look at who we are and how we serve our clients. Founded in 1985,...
07/10/2026

Our new website is live!!

Visit wcamg.com for a clearer look at who we are and how we serve our clients. Founded in 1985, Woodard & Company is an independent, fee-only fiduciary serving individuals, families, and institutions across the Piedmont Triad and beyond.

Come take a look www.wcamg.com!

America at 250: The History of Wall StreetIn this special Fourth of July edition of The Generational Investors, host Joh...
07/03/2026

America at 250: The History of Wall Street

In this special Fourth of July edition of The Generational Investors, host John Woodard III celebrates America's 250th birthday with the story of the American stock market, from its humble birth under a buttonwood tree on Wall Street in 1792 to the global powerhouse it is today.

As the nation marks 250 years of independence, John walks through the founding of the New York Stock Exchange, the original handful of securities that started it all, and the oldest company still trading today, one founded by Alexander Hamilton before the Constitution was even ratified. Along the way he marks the milestones that shaped modern investing, including the creation of the Dow Jones Industrial Average in 1896 and the rise of the S&P 500, and shares a series of striking then-and-now comparisons. How many millionaires America had at its founding versus today, how stock ownership went from a privilege of the few to a habit of the many, and what a single share of the nation's oldest stock would be worth if it had never split.

It is a story of resilience, growth, and the long arc of American prosperity, fitting for a nation turning 250. John's Weekly Pick this week: a reverse osmosis water filter.

Watch Here:
https://www.youtube.com/watch?v=CPfvvIAcBcY

Listen Here:
https://TheGenerationalInvestors.podbean.com/e/america-at-250-the-history-of-wall-street/

In this special Fourth of July edition of The Generational Investor...

In Episode 12 of The Generational Investors, host John Woodard III sits down with advisor Matthew Blades, CFP® to break ...
06/08/2026

In Episode 12 of The Generational Investors, host John Woodard III sits down with advisor Matthew Blades, CFP® to break down the most important numbers in retirement. Retirement is not a single date on a calendar. It is a series of them, and missing one can cost you thousands in penalties or missed opportunities.

Matt also tackles the magic number debate, the popular idea that everyone should be chasing one specific dollar figure in their retirement accounts, and explains why the real answer is more nuanced than a single target. From there he walks through the key ages that matter, from penalty-free access at 59½, to Social Security and Medicare decisions in your sixties, to Required Minimum Distributions, Qualified Charitable Distributions, and more. If you are approaching retirement or helping someone navigate it, this is the roadmap you have been looking for.

John's Weekly Pick this week: Weight Lifting.

Watch Here:
https://www.youtube.com/watch?v=XGzLTPjhszs

Listen Here:
https://thegenerationalinvestors.podbean.com/e/the-magic-numbers-of-retirement-with-matthew-blades-cfp%c2%ae/

In Episode 12 of The Generational Investors, host John Woodard III ...

In Episode 11 of The Generational Investors, host John Woodard III sits down with WCAMG Chief Compliance Officer and Inv...
05/22/2026

In Episode 11 of The Generational Investors, host John Woodard III sits down with WCAMG Chief Compliance Officer and Investment Advisor Todd Senter, CFP®, for one of the most important conversations the podcast has had yet. Most people spend decades building wealth and very little time thinking about what happens to it when they are gone. This episode changes that.

Todd walks through what every account owner should be doing right now to prepare their beneficiaries, what the process looks like at Woodard and Company when a client passes, and what beneficiaries can expect when that moment comes. The conversation covers beneficiary designations, the common mistakes families make, real examples of what works and what does not, and an introduction to the WCAMG Wealth Transfer Guide, a resource the firm offers to help clients and their families get organized before it is too late.

This is the episode to share with a parent, a spouse, or anyone who has accounts and loved ones who will one day need to navigate this process.

John's Weekly Pick this week: Man's Search for Meaning by Viktor Frankl.

Watch Here:
https://youtu.be/tvFlCtvytdo?si=6sgOn7tICjN3t_mC

Listen Here:
https://mcdn.podbean.com/mf/web/bzke2usfa67sedai/Beneficiary_Readyazhgm.mp3

In Episode 11 of The Generational Investors, host John Woodard III sits down with WCAMG Chief Compliance Officer and Investment Advisor Todd Senter, CFP®, fo...

In Episode 10 of The Generational Investors, host John Woodard III sits down with WCAMG founder and president John Wooda...
05/07/2026

In Episode 10 of The Generational Investors, host John Woodard III sits down with WCAMG founder and president John Woodard Jr. for one of the most educational episodes yet. The episode opens with a look at what is currently moving markets, with a focused conversation on memory chip stocks and what the recent action in that space is signaling for the broader technology sector.

From there they break down the Federal Reserve from the ground up, what it is, what it actually does, and why it is the most consequential financial institution in the world. John Woodard Jr. walks through the history of the Fed in depth, including the Boskin Commission and its lasting impact on how inflation is measured and reported. The conversation then moves into the Fed balance sheet, what it is, how it grew to $6.7 trillion, and why it matters far more to investors than most people realize. The episode closes with a thorough look at incoming Fed Chair Kevin Warsh, who he is, what he believes, and what a Warsh led Federal Reserve means for monetary policy and your portfolio going forward.

John's Weekly Pick this week: Blue Light Glasses.

Watch Here:
https://youtu.be/ZDdWyUvtcuY

Listen Here:
https://mcdn.podbean.com/mf/web/9zj4zyda8itfrdv4/The_Federal_Reserveb8b53.mp3

In Episode 10 of The Generational Investors, host John Woodard III sits down with WCAMG founder and president John Woodard Jr. for one of the most educationa...

Address

117 Kinderton Boulevard
Bermuda Run, NC
27006

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+13369987000

Alerts

Be the first to know and let us send you an email when Woodard & Company Asset Management Group, Inc. posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share