We help people retire confidently and minimize taxes. Our services include comprehensive retirement planning, tax planning, and investment management.
What that means for you is:
-You get a proven plan to make your money last throughout your retirement
-You get a strategy for not overpaying the IRS
-You get a customized portfolio that you understand, but don't have to manage
How is Birchwood Capital different from other wealth management firms?
We identify tax opportunities now and in the future to keep your lifetime tax liability as low as possible. Taxes will be your biggest expense in retirement, so we help you minimize Uncle Sam's take.
We made plans to cap our clients at 50 households to make sure excellent service is never compromised. As of December 2022, we are halfway there.
The most widespread lie in the industry
The widespread acceptance of the AUM model (charging 1% on assets) has allowed for earnings that are rightfully clients' and moving them into the pockets of brokerage firms and investment advisors. If clients are receiving the same services, why should some pay more just because they have more money? To put it in dollar terms, a client with $5 million will pay almost $2,000,000 over a 20 year relationship to an AUM advisor.
In 2020, Stephen H. Nelson, CFA, CFP® founded Birchwood Capital and built a fee structure around the services actually provided, since they do not vary substantially between clients with more or less money. We believe this flat annual fee is a more appropriate fee structure and that clients will greatly benefit from it.