You’ve built success with intention. What comes next calls for clear thinking, independent advice, and a plan that evolves as your life changes. Woodstock works with individuals and families who want their wealth to support real priorities—opportunity, security, and the freedom to choose what matters most.
Woodstock: Independent Private Wealth Management in Boston
Stewardship Across Generations
Spanning nearly a century, Woodstock was originally established as a family office. Today, we continue to serve high-net-worth individuals and multigenerational families with disciplined investment management and thoughtful long-term planning.
We work with individuals and families whose financial lives require experienced judgment, direct access to senior decision-makers, and a personalized approach to investment and portfolio management. Our role is to help you make clear, informed decisions about wealth—decisions that preserve opportunity, support independence, and adapt as your priorities evolve.
Hear from Our Investment Team - Video Transcript
The following remarks are drawn from conversations with Woodstock portfolio managers about the firm’s history, philosophy, and approach to long-term wealth management.
Woodstock’s History
William H. Darling, Executive Director:
Woodstock is one of Boston’s oldest investment firms. My great-grandfather, William A. Paine, not only co-founded Paine Webber, in 1929 he established Woodstock as a family office specifically to manage his family’s investments. Woodstock’s success brought others to us. And today, 90 years later, we remain a family office, and our mission remains unchanged: to preserve and grow the wealth of our clients—some of whom are now the third or fourth generation of their family to work with us. That kind of history and depth of experience working with high-net-worth clients sets us apart from other firms.
Personalized Portfolio Management
Thomas C. Stakem, Jr., Portfolio Manager:
Being a portfolio manager at Woodstock allows me to mesh my love for analysis with building a portfolio for a client.
Adrian G. Davies, Portfolio Manager:
We care about more than just providing the best investment results. Our goal is to provide a very high level of service to all of our clients.
Benjamin C. Dawson, Portfolio Manager:
Taking care of our clients with honor, respect, and diligence is at the core of what we do at Woodstock.
Robert B. Sanders, Portfolio Manager:
Having a cookie-cutter solution isn’t the right approach. Customizing portfolios for every client is the way to go, and that’s what they can expect at Woodstock.
Lisa M. Supple, Portfolio Manager:
Which is why we have a low number of accounts per portfolio manager, allows us to provide unparalleled client service.
David Layden, Portfolio Manager:
Being a portfolio manager is about making a meaningful contribution to a client’s life.
In all my years as a portfolio manager, I’ve never met two clients with identical needs.
We get to know their hopes and dreams and figure out how best to structure portfolios in order to, to meet those needs.
Adrian Davies:
And we understand that making big portfolio decisions is stressful for clients. We also understand the market’s kind of a psychological game. So we put all that together and help clients navigate through that.
Long-Term Relationships and Wealth Guidance
Robert Sanders:
Being a wealth manager, portfolio manager goes far beyond buying stocks and bonds for our clients. We’re involved in a lot of financial decisions throughout their lives.
Lisa Supple:
Not only are we your investment advisor but we’re working on asset allocation, portfolio construction, investment research.
Robert Sanders:
It could be buying your first house, saving for retirement, estate planning, helping with family gifts, and philanthropic giving.
Ben Dawson:
Woodstock focuses on long-term relationships over generations and building family wealth with reduced investment risk.
Peter Hartzel, Portfolio Manager:
It’s done on a personal basis, and those personal relationships and the dynamics that come along with it are very important.
And we want to make sure that our clients understand we are here to help them make the big financial decisions that affect their lives.
CONSIDER THIS
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