Woodstock

Our Story and Mission

At Woodstock, we pride ourselves on being one of the oldest Boston private wealth management firms, with a rich history dating back to 1929. Our founder, William A. Paine, had a clear vision for a company that would provide personalized portfolio management services, financial counseling, and investment strategies to high net-worth individuals and their families. Since then, we have continued to evolve and adapt to the ever-changing financial landscape while remaining committed to our core values of integrity, expertise, and personalized service.

Our Services

As a private wealth management firm, we offer a comprehensive range of services designed to help our clients achieve their financial goals. These services include:

• Portfolio Management: Our team of experienced professionals will work closely with you to create a customized investment strategy tailored to your unique financial objectives and risk tolerance.
• Financial Counseling: Our experts will provide personalized financial guidance to help you make informed decisions about your financial future.
• Investment Services: We offer a wide range of investment services, including equities, bonds, and other investment products.
• Financial Planning: Our team will work with you to create a comprehensive financial plan, taking into account your goals, risk tolerance, and time horizon.
• Trust and Fiduciary Services: We provide trustee services, including trust administration, estate planning, and executor services.

What Sets Us Apart

At Woodstock, we pride ourselves on our commitment to delivering exceptional service, expert investment advice, and personalized attention to each of our clients. Here are some key factors that set us apart:

• Experienced and Knowledgeable Team: Our team consists of experienced professionals with a deep understanding of the financial markets and a proven track record of success.
• Customized Approach: We take the time to understand each client's unique financial goals and objectives, and create a customized investment strategy tailored to their needs.
• Personalized Service: We believe in building strong relationships with our clients, and provide ongoing communication and support to ensure that your financial goals are being met.
• Fiduciary Responsibility: As a registered investment advisor, we have a legal and ethical fiduciary duty of care and loyalty to our clients, ensuring that their financial interests are always our top priority.

Our History and Heritage

Woodstock was founded in 1929 by William A. Paine, who had a vision for a company that would provide personalized portfolio management services, financial counseling, and investment strategies to high net-worth individuals and their families. Since then, we have continued to grow and evolve, while remaining committed to our core values of integrity, expertise, and personalized service. Today, we manage over $900 million in assets and continue to provide exceptional service to our clients.

Contact Us

If you're looking for personalized wealth management services, please don't hesitate to contact us. Our team of experienced professionals is dedicated to helping you achieve your financial goals.