About Us

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 Clearing & Custody Solutions. Fidelity offers an extensive clearing and custody platform. Fidelity is headquartered in Boston, MA with several regional centers across the United States.

At Woodstock Wealth Management, 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