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
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
