James Wood, J.D.
Senior Client Advisor
Milwaukee - WI
Jim Wood is a Senior Client Advisor of Crescent Grove Advisors. Jim creates customized financial planning strategies that help top executives, entrepreneurs and business owners build, manage and transfer their wealth.
Prior to joining Crescent Grove Advisors as an equity partner, Jim was a Senior Client Advisor at Cedar Street Advisors, a boutique wealth management organization catering to highly affluent clients. Previously, Jim was an account manager with a subsidiary of Goldman Sachs, where he was responsible for advising C-suite executives on their personal financial affairs.
A native of Albany, New York, Jim received his J.D. degree from the University of San Diego and was admitted to practice law in New York State. Jim earned a BA from Boston College. He and his wife, Pat, reside in Mequon, Wisconsin, and have three adult children. In his free time, Jim enjoys playing ice hockey and golf.