Thank you for your interest in Woodstock Wealth Management, Inc. We welcome you to review the Potential Advisor section of our website. If you have any questions or would like to have more information, please feel free to call William Raike or Michael Raike at 1-800-279-4468. All conversations and information will be held in the strictest of confidence.
Often times changing RIA firms can seem like a daunting task. Certainly, in today’s environment, it does require a fair amount of focus and effort. That is where we can help. At Woodstock Wealth Management, Inc., we have had extensive experience helping people like you transition their business smoothly and efficiently. Our common goal is to help you transfer your book of business as quickly as possible with minimal disruption of your day to day business. Woodstock Wealth Management, Inc. commits our team to you in an interactive, cooperative effort. Remember, you are independent, not alone.
A successful transition begins with thorough planning and preparation and ends with attention to detail and consistent follow-up. Upon your commitment to join Woodstock Wealth Management, Inc., we will provide you and your staff with a reference for transition procedures, timeliness, paperwork, checklists and contact persons. While we have attempted to address most of the common transition issues and protocols, situations unique to your practice will arise. We will collaborate to produce plans to address those special needs. We will work with you on a daily basis until all your client assets have been delivered.
When your transition is complete, you will now have the opportunity to utilize a unique business development tool that will grow your business. You will have a complete operational support staff at your disposal and some of the best Technology and Advisory Platforms in the industry.
Woodstock Wealth Management Team appreciates the opportunity to serve you. We look forward to serving you and your clients during your transition and for many years to come.
Call us at 800-279-4468 today to learn more about Woodstock Wealth Management, Inc.