Adrian Davies's Contact Details

Adrian Davies's Company Details

Woodstock Corporation

Boston, MA, US • 20 - 49 Employees
Financial Services

Woodstock Corporation is a privately-owned wealth management firm. We provide highly personalized portfolio management services, financial counseling, personal trust and fiduciary services, and investment services to high-net-worth individuals and their families, trustees, corporations, and philanthropic institutions. As one of Boston's oldest private wealth management firms, Woodstock has a clear and straightforward mission: to create and preserve wealth for our clients. We formulate an investment strategy and provide the asset management services that we believe will best help clients achieve goals and secure their financial future.Woodstock is dedicated to meeting or exceeding expectations, both in terms of investment performance and with the array of financial and advisory services we offer. We are committed to delivering unparalleled service, and as registered investment advisors and fiduciaries, we are required to put our clients' needs ahead of our own. We provide frequent communication, encouraging the kind of open exchange that builds confidence in us as trusted advisors and that fosters peace of mind for those we serve. As a fee-only firm, our goals are aligned with yours.We invite you to learn more about how we can put our experience to work for you.