The Woodstock Advantage

Why Woodstock should be your private wealth management firm
  • Customized investment portfolios of individually selected stocks and bonds, managed according to the specific objectives and risk profile of each client
  • A client-to-portfolio manager ratio that we believe provides the highest level of client service and encourages strong personal relationships
  • More control over gain and loss tax exposure through ownership of individual securities, rather than mutual funds or strategies managed by third parties, except when appropriate
  • In-house research that ensures our investment ideas are thoroughly reviewed and understood by all portfolio managers and financial analysts

We invite you to contact our portfolio managers to learn more about our financial advisory and management services.