birch trees

OUR PROCESS

It all starts with a conversation, so let’s just talk!

The team at Birch Wealth recognizes that everyone has different goals and objectives. Prospective clients engage with us from all stages of life. It is our focus to make sure that you feel comfortable discussing your overall situation and know that we can help you develop a plan for the long term no matter where your starting point is.

Once we work together to 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 that your plan continues to remain in-line with your goals, and as things change in your life, we work with you to make the necessary adjustments along the way. We view our relationships as partnerships that will hopefully last across generations for the long-term.