Services

Financial markets are in constant flux. Old adages don’t seem to apply any more. You are busy with your life, your business, and your family. Birchwood Wealth Advisors provide you with the expertise to navigate stocks, bonds, and various alternative investments and give you peace of mind.

Unlike the bigger firms, Birchwood shuns cookie cutter portfolios loaded with institutional products. We get to know you first. We choose investments that benefit you, the client, not the sales goals of a single investment firm. Building an initial portfolio is just a start. We adjust it constantly based on market trends, tax consideration and income needs. We can also help you with support for your family office, family trusts or family partnerships and foundations.

• He invites you to contact him by phone or email 24/7, and he will respond quickly.
• His initial intake is extensive and personal so he can build a portfolio suited to your needs and risk tolerance.
• He reviews your account with you as often as you want, but at least quarterly.
• He is constantly adapting your investments as circumstances change.
• He offers competitive fees based on performance.
• He offers an electronic platform where you can quickly and easily track your investments.