Rachel Wood
Financial Planner, Founder
Rachel Wood, founder of Virtus Wealth Solutions in Morgantown, West Virginia.
A Financial Planner began her career with MetLife Resources in 1997 and in 2020 she and her team joined former broker/dealer, Commonwealth. She has more than two decades of experience working with affluent individuals, families, business owners, and non-profit organizations. Her diverse background and training allows her to help clients pursue their long-term financial goals through goal-oriented and financial planning.
A comprehensive, client-focused approach to financial planning helps ensure that the recommended portfolios encompass each client’s unique financial goals, time frames, and risk tolerance. She works closely with clients to develop customized strategies that incorporate asset allocation, financial management, retirement planning, college planning, and succession planning. Each plan is continually reviewed to measure its achievements against stated aims, reconfirm goals, and adjust as economic and life situations change.
Rachel is a 1993 graduate of West Virginia University with a Bachelor of Science degree. She currently holds Series 6, 63, 65, and 7 securities registrations and is a licensed investment advisor.
She currently lives in Morgantown, West Virginia, with her husband, Todd, and her two children, Audrey and Noah. They enjoy spending time as a family boating, traveling, and attending Mountaineer sporting events. She and her husband, Todd, are lifetime members of West Virginia University Alumni. Rachel is also a member of several organizations including Chestnut Ridge Church, West Virginia Botanical Society, Lifetime member of the Humane Society, Friends of the Arts and the Women’s Giving Circle. which she is a founding member. Currently, she serves on the Bonnie Bailey Dyslexia Awareness Board and on the financial committee for Your Community Foundation of Northern West Virginia. She is passionate about protecting children, helping to strengthen the social fabric of her local community by helping break cycles of poverty and abuse, and caring for nature and animals.
In 2018, their son Noah was diagnosed with Dyslexia. The lack of resources for providing the appropriate education for students with Dyslexia was shocking to the Wood Family. The second shock was that there were no Orton Gillingham-trained teachers in their local public school system. The experience that Rachel and her family experienced dealing with the public schools leading up to and following the diagnosis has led she and her husband to start the Bonnie Bailey Dyslexia Advocacy Fund at YCF and Bonnie Bailey Dyslexia Awareness, Inc, a 501(c)3. Both organizations are named in honor of their close friend, Bonnie Bailey, who passed away from Glioblastoma. Bonnie also has a son with Dyslexia. It is with high hopes that they pursue the goal of educating the public and providing change so that all children with Dyslexia are given the opportunity to maximize their gifts and talents.
Rachel’s core belief is that every client is a member of her VWS family and should be treated with the utmost care, respect, and professionalism. Starting with a planning foundation with attention to detail, Rachel’s goal is to build a long lasting relationship. The foundation for this relationship is based on trust, education, advocacy, and accountability for achievement of goals