At Birchwood Capital, wealth management is about more than investments. We help clients make thoughtful financial decisions across every stage of life through integrated planning and long-term partnership.

Our services include:

Tax Strategy

Strategies designed to improve tax efficiency and reduce surprises:

• Lifetime tax minimization
• Retirement distribution strategy
• Roth conversion strategy
• Withdrawal sequencing
• Stock compensation planning
• Asset location optimization
• Coordination with your CPA (1099's, state-exempt income, conversions, etc.)
• Tax code and legislative changes
• Intergenerational planning coordination

Investment Management

• Access to the best research and institutional investment strategies
• Customized portfolios
• Professional rebalancing, cash management, and portfolio construction
• Gain/loss harvesting
• A thorough and annually updated Investment Policy Statement
• Pledged Asset Lines - better borrowing rates
• Private investment due diligence

Family Flourishing

• Estate Planning Coordination: collaboration with your legal professionals to help protect your legacy
• Risk Management: ongoing evaluation of insurance and protection strategies as life changes.
• Charitable Giving & Philanthropy: managing and advising on Donor Advised Funds, Private foundations, RMD/QCD gifting
• Raising independent, grounded adult children & grandchildren
• Enhancing the family's Five Capitals: Human, Social, Intellectual, Financial & Spiritual through resources gained from our experience working with families

 

Won't an AUM Advisor Offer More/Better Services?

No, you will not find any bank or brokerage firm offering this comprehensive suite of services to $5M-25M households. Many firms will say they offer them, but when was the last time they reviewed your tax return?

The only place you will find comprehensive planning, investment management, and tax planning is in the independent financial advisory space.

Ask yourself:

• Is your advisor a generalist who works with all sorts of clients and asset levels?
• Does your advisor have specific experience with your situation and your asset level?

 

Why offer these services for less?

We place a higher value on our expertise, kindness, and efficiency. And frankly, we'd rather charge what an advisor should (rather than what an advisor can) and let the rest compound for clients.

Every client goes through our Birchwood Blueprint process, so we understand their situation fully and cover all the finer details of their financial life.