Woodstock Holdings

Woodstock Holdings, Inc. engages in the business of security brokerage and investment banking. The company is headquartered in Woodstock, Georgia. The company went IPO on 2002-12-20. The firm conducts its operations through its subsidiary, Woodstock Wealth Management, Inc. (WWM). WWM is an investment adviser, registered with the United States Securities & Exchange Commission. The company provides investment management and financial planning and consulting services to individuals and other clientele. The company offers services in fee-based asset management, mutual funds, exchange traded funds, real estate investments, estate and financial planning, unbiased and independent, and group retirement plan implementation. Its fee-based asset management program offers a product mix that is accessible to its advisers. Advisers that predominantly use mutual funds have the advantage of using Fidelity Custody & Clearing Solutions platform with direct access to Wealthscape. Wealthscape technology platform is specifically designed to digitize businesses and streamline workflow and it also serves as a gateway to connect firms to Fidelity tools.