Woodstock, GA Office

Curtis Minks is a financial advisor at Woodstock Wealth Management, Inc. with 26 years of industry experience. He holds the Series 65 and Series 63 designations and has worked previously at Kovack Advisors, Resource Horizons Investment Advisory, Money Concepts Capital Corp, and Invest Financial Corporation. Outside of his advisory role, he owns and consults for a non-securities insurance business. Woodstock Wealth Management 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 manages client assets using a variety of investment vehicles and strategies, including managed account programs and a performance-fee program linked to the SPDR S&P 500 ETF benchmark.

William Raike III is a financial advisor with Woodstock Wealth Management, Inc., holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He previously led Raike Financial Group Inc. for 24 years before joining Woodstock Wealth Management in 2018. Outside of advising, he manages a land development company that is currently inactive. 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 employs a range of investment vehicles and strategies tailored to clients’ objectives and maintains a performance-fee program alongside standard asset-based arrangements.

Jeffrey Hardesty is a financial advisor with Woodstock Wealth Management, Inc. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. His prior roles include positions at Woodstock Financial Group, Inc. and Waddell & Reed. He is also a licensed independent agent for life, accident, sickness, and variable products, with part-time involvement in term life insurance sales. Woodstock Wealth Management, Inc. provides discretionary portfolio management, financial planning, and third-party asset manager access for individuals, high-net-worth clients, businesses, charities, and retirement plans. The firm manages client assets using a variety of investment vehicles and strategies, offers a performance-fee program, and employs third-party managers for select mandates.

Anthony Branca is a financial advisor with Woodstock Wealth Management, Inc. in Woodstock, GA, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His prior roles include positions at Woodstock Financial Group and Monmouth Capital Management LLC. Outside of advisory work, he is involved in several non-investment business activities, including consulting through Branca Financial Group, LLC, and managing a website related to music, sports, and history via Branca Enterprises LLC. Woodstock Wealth Management, Inc. provides financial planning, discretionary portfolio management, and access to third-party asset managers for individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million on a discretionary basis and offers a performance-fee program alongside managed accounts and third-party manager solutions.