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Helping You Retire Confidently

Be Heard | Form a Plan | Retire with Confidence

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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 want you to understand your plan and take action. We cover how we can generate retirement income, protect assets, reduce taxes, and build an investment portfolio in one page. Yes. One Page.

We Focus on
Retirement

Rather than being average in a lot of areas, we chose to be excellent in one: Retirement.

We "Grow Small"

True personal service is unscalable. As an intentionally small firm, we can listen longer and provide thoughtful, relevant, and personal information for your success.

Experience the difference

How To Retire Confidently

THE BIRCHWOOD BLUEPRINT

Schedule A Call

Discover Values & Goals

Review Plan

Retire Confidently

OUR PROCESS

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.

Learn more

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Learn

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2385 Camino Vida Roble
Ste. 100
Carlsbad, CA 92011

760-230-3893

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