Woodward Wealth Management, a US wealth manager based in Denver, has a new portfolio service for its clients called Woodward OnePortfolio th...

Woodward Wealth Management, a US wealth manager based in Denver, has a new portfolio service for its clients called Woodward OnePortfolio that aggregates financial planning and tax strategies together in one portfolio.

The wealth manager said the portfolio unites investments, assets, insurance policies, tax strategies, retirement accounts, life insurance as well as asset protection planning in one portfolio.

“Financially successful people frequently hire multiple professionals to handle their finances,” said Woodward in a statement accompanying the announcement.

“They use a financial planner for retirement planning, a broker for investments, an insurance agent for life insurance and an attorney for family, estate, asset protection and business succession planning…They don't see an integrated view of the total picture—but the irony is that maximum financial gain is only possible when all financial elements are working together.”

Woodward OnePortfolio, according to Woodward, continually adjusts for tax law changes, fluctuating interest rates, the volatility of investment vehicles and changes in the client's personal life goals.