Hello
I am Iris Buczkowski, founder of Birch Wealth Management.
Clients are unique in their needs, goals, and financial situations. At Birch Wealth Management, your guidance on investing is personal, empathetic, and created specifically for you. We take the time to listen and understand what matters most to you before helping you develop and manage your investment strategy.
Our philosophy and goals will allow you to do what you love and ensure your financial plan is getting you where you want to be, whether one year from now, ten years from now, or 50 years from now. We want to help you be financially independent and have the quality of life you deserve.
Our Process
It all starts with a conversation, so let’s talk!
Our focus is to make sure that you feel comfortable discussing your overall situation and know that we can help you develop a long-term plan, no matter where your starting point is.
Once we outline your plan, we execute it on your behalf and collaborate with your outside counsel to protect you and your family.
By partnering with us, you can expect regular communication and contact to ensure your plan aligns with your goals.
As things change, we work with you to make the necessary adjustments along the way. Our relationships are partnerships.
Our Name
There is so much meaning in a name. It is more than just words; it holds the story of your identity. When choosing a name for my firm, I knew I did not want to use my given name because I wanted to create something more than a company about myself; I wanted to build a team and leave a legacy in the future.
Symbolism has always been an ideology that I have connected with and the journey to create my own firm was one that brought several different feelings. I was creating something new while going through unexpected and challenging circumstances. I have always embraced my unique name. Iris was my beloved grandmother’s name and together we enjoyed many things, including elements of nature, so I started there with her in mind. What was symbolic of new beginnings in nature? After a bit of digging, I discovered that birch trees represented new beginnings.
Of course, I am a history nerd and uncovered many fascinating ideologies about the symbolism of birch trees. Further in my rabbit hole research, I also discovered that in Native American culture, birch trees are also symbolic of resilience. The legend of the birch tree was told like this:
Long ago, a boy was born into the Ojibwe Tribe by the name of Wiigwaas. The Creator blessed him with the gift of giving and helping others. When he passed, a new Birch Tree began to grow at the site of his grave. It soon provided bark to make lodges & canoes and strong wood so his villagers could stay warm and prepare food. The Birch Tree and Wiigwaas’s Spirit truly symbolize the meaning of giving.
What a perfect choice to further demonstrate the situation where I was starting over and rising above the challenges I was facing at the time. I intended not to let the past dictate my future and planned to thrive. The Native American Legend
