Helping You Manage Family Wealth
Be Heard | Form a Plan | Steward with Confidence
You Want to Steward Well
But There's a Problem...
- circleYou’re concerned you will make a costly mistake
- circleYou’re not sure how to lower your taxes efficiently
- circleYou're not sure how to simplify your investment portfolio
- circleYou’re not sure you have the right strategy for your philanthropic goals
- circleYou’re concerned about raising grounded children and grandchildren
- circleYou’re not sure your family will know what to do if you're gone
Welcome to Birchwood Capital
We understand how it feels to have lots of questions about your family wealth.
Our philosophy is centered around reducing your lifetime income and estate taxes, utilizing low-cost indexed investments, and raising grounded and successful heirs. 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 leaving a taxable estate
- Decrease your lifetime taxes by correctly allocating investments
- 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
Family Wealth
- Simplifying and coordinating your financial life
- Raise independent, grounded adult children and grandchildren
- Transition leadership well to the next generation
The Birchwood Capital Difference
We Simplify
The solution to more wealth isn't more complexity. We work well with families who value simplicity, understanding, and wisdom.
We Focus on
Family Wealth
Rather than being average in a lot of areas, we chose to be excellent in one: families of significant means.
We "Grow Small"
True personal service is unscalable. As an intentionally small firm, we can listen longer and provide thoughtful, relevant, and personal advice.
How To Steward 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. His desire to more personally and fairly serve families led to the creation of Birchwood Capital.
