Woodstock

About Woodstock

Woodstock Corporation is a privately-owned wealth management firm. We provide 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. As one of Boston's oldest private wealth management firms, Woodstock has a clear and straightforward mission: to create and preserve wealth for our clients. We formulate an investment strategy and provide the asset management services that we believe will best help clients achieve goals and secure their financial future.