Welcome to Woodstock, a Boston private wealth management firm, managing more than $940 million* in assets. For nearly 90 years, we have provided highly personalized portfolio management services, financial counseling, personal trust and fiduciary services, and investment services to high net-worth individuals and their families, trustees, corporations and philanthropic institutions.
We invite you to learn more about how we can put our experience to work for you. As one of the oldest Boston private wealth management firms, Woodstock has a clear and simple mission: to create and preserve wealth for our clients. We work with you to formulate an investment strategy and provide the asset management services that we believe will best help you achieve your goals and secure your financial future.
We invite you to learn more about how we can put our experience to work for you. As one of the oldest Boston private wealth management firms, Woodstock has a clear and simple mission: to create and preserve wealth for our clients. We work with you to formulate an investment strategy and provide the asset management services that we believe will best help you achieve your goals and secure your financial future.
Services
Woodstock manages more than $731 million* in assets for a geographically diverse group of clients, including individuals and their families, revocable and irrevocable trusts, businesses, educational and religious institutions and private foundations. At Woodstock we customize every client's investment strategy to reflect their specific income, tax and return objectives, as well as their tolerance for risk.
As an experienced wealth and portfolio management firm, we seek to generate reasonable long-term investment returns while avoiding excess portfolio turnover, and by diversifying portfolios to blunt the extremes of both market and company volatility. Believe in doing their own investment research. Our analysts access a reservoir of in-house information and outside sources to identify growth companies and financially strong industry leaders.
The tax professionals at Woodstock Services Company (WSC) provide a range of financial support services that are important to clients with a variety of tax, trust, investment, and administrative needs. Many of our WSC clients are also clients of Woodstock Corporation. Others come to us specifically because they answered "Yes" to these questions - might we provide financial management services for you?
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