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Woodstock Corporation

Financial Services

Specialities :
High net worth wealth management
Investment management & advice
Estate planning
Tax planning
Family wealth planning

+10

revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
11 - 50

Frequently Asked Questions About Woodstock Corporation

What does Woodstock corporation do?+

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 Bostons 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. Woodstock is dedicated to meeting or exceeding expectations, both in terms of investment performance and...

What are Woodstock corporation's specialties? +

High net worth wealth management,investment management & advice,estate planning,tax planning,family wealth planning,philanthropic planning,institutional portfolio management,fiancial planning for business owners,sudden wealth advising,asset management,trust management,stock investing,equity investing,trustee services,and accounting services

What is Woodstock corporation's industry? +

Woodstock corporation operates in the Financial services industry.

What is Woodstock corporation's revenue? +

Woodstock corporation's revenue is 11m - 100m

What is Woodstock corporation's company size? +

Woodstock corporation has 11 - 50 employees.

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