Woodside Wealth Management
Woodside Wealth Management (CRD# 175118) is a financial advisory firm headquartered in Framingham, MA. They manage $114,782,356 in 360 accounts and serve the financial needs of clients across 5 states (or territories).
Total Assets Under Management115MILLION
Total Number of Accounts360ACCOUNTS
Average Account Value$318,840
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CT, MA, ME, NY, TX
Cheryl Costa (CRD# 5030307) is an Investment Advisor Representative working at Woodside Wealth Management in Framingham, MA and has 1 year of experience in the finance industry. Cheryl Costa has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Matthew Costa (CRD# 6661537) is an Investment Advisor Representative working at Woodside Wealth Management in Framingham, MA and has 1 year of experience in the finance industry.