Brookline, MA Office

Woodstock Wealth Management, Inc. provides discretionary portfolio management, financial planning, and access to third‑party asset managers for individuals, high‑net‑worth clients, businesses, charities, and retirement plans. The firm, an SEC‑registered adviser managing over $726 million in client assets, offers managed account programs and consulting services that are tailored to clients’ stated objectives, risk tolerance, and liquidity needs.

WWM generally manages client assets on a discretionary basis and uses a range of investment vehicles and strategies—including mutual funds, ETFs, fixed income and options—while permitting client‑specific restrictions and periodic rebalancing. The firm also operates a performance‑fee program that measures capital appreciation relative to the SPDR S&P 500 ETF (SPY) benchmark and limits participation to clients who meet its sophistication or wealth criteria, and it employs third‑party managers for select mandates.

What is distinctive for a multi‑team firm is WWM’s continued use of a performance‑based compensation model alongside standard AUM arrangements and its stated policies to mitigate related conflicts (eligibility screens and internal review procedures). The brochure also discloses the firm’s use of custodian‑provided research and a commission‑sharing relationship with its custodian, and it notes the use of client testimonials in its advertising materials, practices that are less common among peers.