Helping You Retire Confidently
Be Heard | Form a Plan | Retire with Confidence
You Deserve to Retire Confidently
But There's a Problem...
- circleYou’re not sure your money will last
- circleYou’re not sure how to handle the next market crash
- circleYou're not sure how to maximize your portfolio
- circleYou’re not sure you have a strategy to prevent overpaying the IRS
- circleYou’re not sure when to take Social Security
- circleYou’re not sure your family will be OK once you're no longer around
Welcome to Birchwood Capital
We understand how it feels to have lots of questions about your retirement.
Our philosophy is centered around creating a retirement plan that you understand, saving you money on taxes, and utilizing low-cost passive (index) investments. We operate off a flat-fee structure so your investments compound for you - not against you.
Hover over our services below to see how they can benefit you.
Tax Planning
- A strategy for not overpaying the IRS
- Between 0 - 50% of your retirement money could go to Uncle Sam - we get you closer to zero
- Increase the amounts you give without costing you more out of pocket
Investment Management
- Access to the best research and data-driven investment strategies
- A winning formula for when the market drops
- Taking the work of managing a portfolio off your plate
Retirement Planning
- A proven plan to make your money last for your entire retirement
- Confidence knowing you've taken care of your family
- A strategy for taking Social Security
The Birchwood Capital Difference
We Make Things
Simple
We Focus on
Retirement
We "Grow Small"
How To Retire Confidently
THE BIRCHWOOD BLUEPRINT
Stephen H. Nelson, CFA, CFP®
Founder and President
Stephen Nelson is a Chartered Financial Analyst® (CFA) charterholder and CERTIFIED FINANCIAL PLANNER™ professional who has spent his career in the investment management and financial planning profession. He helps clients manage their portfolios and plan for retirement, legacy and lifetime goals. His desire to more personally serve clients led to the creation of Birchwood Capital in 2020.
