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How does the advisor help clients – Key Takeaways:
BIRCHWOOD WEALTH MANAGEMENT, LLC offers comprehensive financial planning and wealth management services to individuals, families, and businesses. Their team of experienced advisors provide personalized advice and guidance to help clients achieve their financial goals. Here are the key takeaways about how they help their clients:
- Specialize in developing customized financial plans tailored to each client’s unique needs and goals
- Offer a wide range of financial services including investment management, retirement planning, tax planning, insurance, and estate planning
- Provide ongoing support and advice to help clients navigate life’s changing circumstances and financial challenges
- Utilize advanced technology and tools to create efficient and effective financial solutions for clients
- Adhere to a fiduciary standard, always acting in the best interests of their clients
Facts and Insights
Founded in 2005, BIRCHWOOD WEALTH MANAGEMENT, LLC is an independent financial advisory firm headquartered in New York. They have a team of 14 advisors and manage approximately $1.8 billion in assets under management (AUM). Their clients include high net worth individuals, families, and small businesses.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.8 billion | 14 | 16 years |
Financial Services Offered
BIRCHWOOD WEALTH MANAGEMENT, LLC offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Tax planning
- Insurance
- Estate planning
- Education planning
- Business planning
Their team of advisors works closely with clients to develop customized solutions that align with their individual objectives, risk tolerance, and time horizon.
Client Types
BIRCHWOOD WEALTH MANAGEMENT, LLC serves a diverse range of clients, including:
- High net worth individuals and families
- Retirees
- Business owners
- Professionals
- Executives
- Non-profit organizations
Fees & Compensation
BIRCHWOOD WEALTH MANAGEMENT, LLC operates as a fee-based financial advisory firm. This means that they charge clients based on a percentage of their assets under management. They believe this fee structure aligns their interests with those of their clients and eliminates any potential conflicts of interest.
Background
The team at BIRCHWOOD WEALTH MANAGEMENT, LLC is comprised of experienced professionals who have a deep understanding of the financial markets and a commitment to delivering exceptional service to their clients. Their advisors have an average of 20 years of industry experience and hold various professional designations, including CFP®, CFA®, and CPA.
Financial Advisor Disclosures to Know
As a registered investment advisor, BIRCHWOOD WEALTH MANAGEMENT, LLC is required to disclose any potential conflicts of interest and provide a Form ADV Part 2A brochure to clients. This document includes information about their services, fees, and investment strategies, as well as any disciplinary actions or legal proceedings involving the firm or its employees.
In addition, clients can access their advisors’ Form ADV Part 2B brochure, which provides information about an individual advisor’s background, experience, and qualifications.