Our Clients

We work with families who:

• Have $5-25 million in investable assets (for families with more than $25 million, please visit Birchwood Family Office)
• Desire to raise grounded and successful adult children and grandchildren
• Want to reduce lifetime taxes, not chase returns
• Prefer simplicity over complexity
• Value advice over products
• Realize how much they are paying for how little of value they are receiving

We are especially helpful for:

• Retirees or those nearing retirement
• Business owners and executives
• Families thinking about generational wealth

We Are Likely Not a Fit If You:

• Prefer a traditional AUM model and like to pay tens of thousands dollars in fees
• Like being your advisor’s largest client
• Only want to receive investment management advice and not holistic financial planning
• Want to speculate or chase strategies
• Prefer a brand-name brokerage firm (such as Merrill Lynch, Morgan Stanley, Wells Fargo, UBS, JP Morgan, or Raymond James)

 

Please inquire for further information.