Woodside Wealth Management

Woodside Wealth Management LLC is an independent, fee-only registered investment adviser established in Framingham, MA. The firm acts in a fiduciary capacity for clients, with Cheryl Costa as the sole managing member. Services include comprehensive wealth management, financial planning, and discretionary portfolio management. The firm requires a minimum of $750,000 for new clients, with an associated minimum annual fee of $7,500. Clients may grant discretionary authority for account management. Woodside primarily advises on open-end, no-load mutual funds and ETFs. As of December 31, 2024, the firm manages $225,765,543 in client assets on a discretionary basis. Fees for wealth management services are based on a percentage of assets under management, with a minimum annual fee of $7,500. Standalone financial planning services are offered at an hourly fee of $350. The firm does not accept performance-based fees or participate in side-by-side management. Investment strategies are based on Modern Portfolio Theory, with additional methods of analysis including charting, technical analysis, and fundamental analysis. Woodside Wealth Management emphasizes risk management and client-specific investment approaches. The firm does not have any disciplinary disclosures and maintains strict ethical standards. Clients receive regular account reviews and detailed reports. Woodside Wealth Management prioritizes client privacy and security, with policies in place to safeguard personal information.