Our Goals

Providing superior asset management and financial services

As one of Boston’s oldest wealth management firms, Woodstock’s mission is simple and clear: to create and preserve wealth for our clients. We exist to formulate the investment strategy and provide the asset management that we believe will best help our clients achieve their goals and secure their financial future.

We are dedicated to meeting or exceeding our clients’ expectations, not only with regard to investment performance, but also in terms of the additional financial advisory services we provide and especially in the way in which we work with clients. We are committed to delivering unparalleled service. We provide frequent communication and encourage the kind of open exchange that builds confidence in us as financial advisors and that fosters peace of mind.