Financial Consulting and Estate Planning

Count on Woodstock for all of the financial management services you need.

Financial counseling is integral to the personal relationships that inform our investment strategies and drive our service philosophy. Frequent, forthright communications between client and portfolio manager give our clients the opportunity to review key areas of their financial life. Are they contemplating a second home, need to provide for an aging relative, or fund college educations? Have their retirement or insurance needs changed? As financial advisors, we help clients identify, periodically evaluate and achieve their goals.

Our financial consultants also work with our clients and their other tax and financial advisors to design and implement an appropriate and comprehensive estate plan. Once again, understanding and appreciating the complex business interests and financial arrangements of our clients as well as important and sensitive intra-family relationships are essential to effective estate planning.