Buttonwood Financial Group –
Estate & Legacy Services

Your legacy is important to you.  You want to leave behind a positive impact on the world, and we want to make sure you do just that!  We also want to make sure you have all of your necessary estate documents in place.  Our Team works with you and our trusted estate planning attorneys to ensure your plan is on track. We won’t just work with you, but your younger generations, older generations and extended family.

Finances Can Be Complicated

It is tough to find the balance between living for now and planning for the future, paired with the complexities of economic and life changes.

The Buttonwood Financial Group’s Family CFO services are specifically designed to help you manage your financial future based on your specific needs and goals.

Ready to talk?

Let’s talk and see if our Family CFO services are a fit for you, your family and your needs.

Let’s Chat