Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
1,538 clients
Average Client Portfolio
$410K average
Assets Under Management
$629.9M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

Hinsham, MA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Paul works full-time as a Senior Director at Takeda Pharmaceuticals, focusing on procurement. He also dedicates minimal time as a Managing Member of Medi-Lease LLC, a medical office leasing company, handling general administration.

Employment History
Current Registrations
Woodstock Wealth Management, INC.
July 2018 - Present · 7 yrs 7 mos
Previous Registrations
Woodstock Financial Group, INC.
September 2008 - November 2018 · 10 yrs 2 mos
Ic Advisory Services, INC.
March 2008 - September 2008 · 6 mos
State Registrations2 states
MANC
Advisor
Exams
No exam information available for this advisor.