Birchwood Capital
Birchwood Capital is a premier investment and financial planning firm for individuals and families. We help retirees not run out of money in retirement and pay less in taxes.
Our target audience:
-Individuals/families with large savings and business owners who are nearing retirement.
-Looking for a trusted advisor to help them level up their finances. Our clients understand that the success of their retirement is too important to be doing it themselves, and they understand the value of having expert guidance. The stakes are too high to accept anything other than investment excellence.
-People who want a deeply personal relationship with an advisor
-Want their money to be used to impact their community and family after they’re gone
-Are responsive
-Share the same values as Birchwood: Integrity, Excellence, Effort, Humility
-Aren’t chasing the next investment/agree to our investment philosophy
-Don’t mind paying a lot for receiving more than what they pay in value
If we could personify our clients into one person it would be this:
-55 years old
-worked at the same company for over 30 years
-has the ability to manage their investments themselves but chooses not to
-never worked with an advisor before