Woodstock Holdings Inc. Stock Analysis WSFL

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.