Flat-Fee Wealth Management for Families with $5M-25M
One Transparent Fee. No AUM. No Hidden Incentives
Welcome to Birchwood Capital
We are a flat-fee advisory firm designed for high net worth families who want:
- A fee structure that doesn’t compound against them
- Deep tax strategy
- Institutional-quality advice
- A family that flourishes across multiple generations
Our Services:
Tax Strategy
- A strategy for portfolio withdrawals, de-concentration, and Roth conversions
- Coordinating charitable giving and philanthropy
- Reducing or eliminating a taxable estate
Investment Management
- Access to the best research and institutional investment strategies
- Professional rebalancing, cash management, and portfolio construction
- A thorough and annually updated Investment Policy Statement
Family Flourishing
- Risk management and estate coordination
- Raising independent, grounded adult children and grandchildren
- Enhancing the family's five capitals: Human, Social, Intellectual, Financial & Spiritual Capital
The Birchwood Capital Difference
Flat-Fee Compensation
One transparent annual fee that does not rise with your assets.
Tax-Driven
Wealth Strategy
We focus on improving after-tax outcomes, not chasing investment performance.
Deliberately Small
We intentionally serve a limited number of families to provide deeper advice and continuity.
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. His desire to more personally and fairly serve families led to the creation of Birchwood Capital.
We've Heard the Questions
Families Are Concerned About
- circleHow can we live a life of purpose and meaning with our wealth?
- circleHow can we avoid a costly mistake?
- circleHow can we make high-stakes decisions?
- circleHow can we balance enjoying and sharing our resources?
- circleHow can we raise grounded children and grandchildren?
- circleHow can we minimize the negative impact of money on family unity?
