Woodstock Wealth Management, Inc.
Woodstock Wealth Management, Inc. (CRD# 283472) is a financial advisory firm headquartered in Woodstock, GA. They manage $511,232,375 in 2,412 accounts and serve the financial needs of clients across 34 states (or territories).
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Total Assets Under Management511MILLION
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Total Number of Accounts2,412ACCOUNTS
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Average Account Value$211,954
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MO, MS, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TN, TX, VA, VT, WA
William Raike (CRD# 1502298) is an Investment Advisor Representative working at Woodstock Wealth Management, Inc. in Woodstock, GA and has over 37 years of experience in the finance industry.
Jeanne Snowhite (CRD# 5509199) is an Investment Advisor Representative working at Woodstock Wealth Management, Inc. in Thousand Oaks, CA and has over 15 years of experience in the finance industry.
Nile Steigerwald (CRD# 2004452) is an Investment Advisor Representative working at Woodstock Wealth Management, Inc. in Woodstock, GA and has over 34 years of experience in the finance industry.
Parker Troutner (CRD# 6685136) is an Investment Advisor Representative working at Woodstock Wealth Management, Inc. in Willis, TX and has over 7 years of experience in the finance industry.
Marybeth Garry (CRD# 1222808) is an Investment Advisor Representative working at Woodstock Wealth Management, Inc. in Woodstock, GA and has over 40 years of experience in the finance industry.
After years of working on Wall Street, in 2014, I took my practice private and partnered with the Registered Investment Advisor, Woodstock Wealth Management Inc, (formerly Woodstock Financial Group, Inc.) where I became an Investment Advisor Representative to provide my clients with more than just a stock recommendation.
Today, I work with over 50 individuals and families across the United States to provide ongoing comprehensive Financial Planning and Investment Management services.
Daily, I speak with clients regarding their financial situation. I provide analysis and recommendations regarding tax efficiency, budgeting, cash flow, liabilities, assets, income, all insurances, investments, stock options & grants, retirement accounts, and estate plans. We seek to align your financial and personal life while acting in your best interest.
I am a graduate of Loyola University in Maryland, a member of the Financial Planning Association of NJ, and the founder of BNI Liberty.