Woodstock is a Boston-based private wealth management firm with over 90 years of experience, managing more than $900 million in assets as of March 31, 2023. Specializing in personalized portfolio management, financial counseling, trust services, and investment management, Woodstock caters to high net-worth individuals, families, corporations, and philanthropic institutions.
With a commitment to creating and preserving wealth for clients, Woodstock offers customized investment portfolios, in-house research, and a client-to-portfolio manager ratio that fosters strong personal relationships. As registered investment advisors, Woodstock operates under a fiduciary duty to act in the best interests of clients, providing unparalleled service and a long-term history of investing client assets.
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