Services

Fee-based Asset Management 

  • Fidelity Investment Adviser Platform with Black Diamond Performance Reporting
  • Insurance Products, offered through our affiliated entity, Woodstock Financial Group, Inc.
  • Hundreds of Separate Account Managers and Investment Styles

Mutual funds

  • Large-cap
  • Small-cap
  • Sector
  • International

Exchange Traded Funds

  • Bond – Municipal * Corporate * Government

Real Estate Investments

  • Private and Public REITs

Estate and Financial Planning

  • Intergenerational wealth transfer
  • Donor advised funds
  • Planned giving

Unbiased and Independent

  • No packaged or proprietary products
  • Full range of investment options and styles
  • Competitive management fees and commissions

Group Retirement Plan Implementation

  • 401K Plans 
  • 403B Plans 
  • Simple IRA Plans 
  • Sep IRA Plans

Online Account View and Check Writing Privileges