Birch Wealth Management is an independent, comprehensive wealth management firm that provides an array of services to its clients. These include, but are not limited to, advice on investment strategies and risk allocation, asset accumulation plans, retirement income planning, estate and contingency planning, special needs planning, education planning, tax planning, and business succession planning. This comprehensive suite of services allows for clients to work toward achieving their near and long-term goals while living their best lives. We pride ourselves on our high touch service and have assembled an incredible team that will work collectively with you to get you where you want to be.
With many years of experience, the team at Birch Wealth Management is well-positioned to help with anything that impacts your overall goals. We are headquartered in historic Rome, New York and serve clients throughout the country.