About Us
ESW Financial Group is an independent investment advisory firm with extensive experience tackling and managing the issues that most serious investors face. We offer a long-term investment philosophy—Strategically Securing Your Future.
In the world of personal financial services, all too often advisors lose focus on the reason a client hired them in the first place – to provide a better road to financial success than they otherwise could attain on their own. The emphasis on adding new investors to the practice rather than on serving existing relationships leads the client to wonder, “Am I just another revenue source?”
ESW Financial Group Investment Advisors takes a different tact. We believe the marketplace is hungry for a fresh approach where clients see and experience a firm truly focused on providing pragmatic, effective, and valuable advice.
ESW Financial Group is a fee-only investment advisory firm, which means we are not product sales driven. Instead, we provide comprehensive, on-going investment management services and advice for an all-inclusive fee. Our clients evaluate our success by the effectiveness of our advice and investment performance over time.
Our team approach ensures that clients receive timely, helpful responses. Under the leadership of Sharod Edwards and William Woolfork, our primary goal has always been providing clients with the answers and service they need, when they need it. It is this commitment to client service that separates us from the pack of large, impersonal financial organizations. We do not compromise our ethics or advice for a quick buck. We are in the business of offering advice and rendering our services from a consultative and educational approach.
Whether it’s our commitment to client service or our approach to building and maintaining your wealth; ESW Financial Group’s approach to planning has been neither traditional nor formula-driven. Our approach is built around long term planning and multiple consolations with our clients on a quarterly basis. We believe financial planning services integrated with our wealth management process, delivers the best results for clients. Our advisement strategy addresses issues that our clients raise, as well as issues they may not yet know exist; thereby, helping clients maneuver through the various life stages of wealth accumulation. Our expert knowledge will give you the upper hand, while weighing in with advice on important financial issues gives you the security of our collective wisdom on your side. The customized solutions and real-time advice combine to give our clients the best chance for success.
We tailor our solutions to each investor. We build portfolios that will provide our clients with steady and consistent returns built around the inclusion of inflation and taxes. We also take into account the client’s belief of being socially or biblically responsible investing.
We invite you to explore how our approach to financial security and wealth management has serious investors turning to ESW Financial Group in an effort to achieve their life-long goals. We strive to earn your business daily with unparalleled service, market responsive investment strategies and the proven results that matter the most.
Our Leadership
William Woolfork, ESW President and CEO, began his financial career in 2004 at Wachovia Bank (now Wells Fargo Bank) where he ran an entire financial training facility. He helped to develop the company’s backbone through his leadership and direction. He brings years of expertise in training, sales and management to the team to set a firm foundation from which to grow. William earned a B.S. degree from Chicago State University.
ESW Financial Group values the significant contribution made by each of it’s team members to the growth and success of our company.
