Woodstock Wealth Management, Inc. ("WWM') is an investment adviser registered with the Securities & Exchange Commission. Based in Woodstock, Georgia, the firm provides investment management and financial planning and consulting services to individuals and other clientele.
Woodstock Wealth Management, Inc., clears through Fidelity Custody & Clearing Solutions. Fidelity offers an extensive clearing and custody platform. Fidelity is headquartered in Boston, MA with several regional centers across the United States.
We are affiliated with Woodstock Financial Group, Inc., a FINRA Registered broker/dealer, founded in 1995 by William J Raike, III. Woodstock Financial Group, Inc. is a broker/dealer and insurance agency; providing a variety of products and custom solutions for clients and financial professionals.
Most of Woodstock Financial Group, Inc. employees have been with us for more than a decade. Our formula is teamwork. We share the same goal and are committed. We work tirelessly to meet the needs of our customers.
"Woodstock" is Registered with the U.S. Patent and Trademark Office Patent #5,590,271