Our Approach

Why Buttonwood Financial Group?

You are the CEO of your Family! As your Family CFO, our attention is on your unique needs and situation. We work with those seeking a long-term relationship focused on developing, implementing, monitoring and simplifying the core aspects of your financial life: Assets & Liabilities, Income & Expenses, Tax, Insurance and Estate.


When it comes to your financial life, generally investment products don’t provide the solution; coordinated strategy does. Our Team develops and implements real strategy designed to protect and grow wealth, leaving our clients time to focus on family, career and life.


When investment, business, tax and estate strategy is coordinated through a multigenerational lens, the outcome is impactful and can benefit every generation. Our multigenerational approach works for your entire family; up, down and across generations.

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Individuals and families will find many options when looking for a financial relationship. Buttonwood Financial Group serves a unique set of clientele: Those looking for a fiduciary Family CFO Team who works for them, not for a big company.


Generally, investment managers focus on what they manage – investments. Tax centric firms focus first on tax. Insurance firms tend to turn to insurance products to address challenges, and legal firms dive deep into estate and law. While often very talented, many of these providers are not synchronized with unique multigenerational family strategy, much less each other.


While essential, we often see holes in strategy and opportunities left on the table from these narrower perspectives. Our inclusive role as Family CFO allows us to coordinate investments as we work with other professional talent to develop, coordinate and implement comprehensive multigenerational strategy.

EXPLORE THE BENEFITS
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Are you ready to explore the benefits of your very own Family CFO?

Our Unique Approach to Simplified Wealth

You are the CEO of your Family! As your Family CFO, our attention is on your unique needs and situation. Our multigenerational approach works for your entire family; up, down and across generations.

LET'S TALK
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INITIAL STRATEGY

We've met and discussed the details unique to your life. Now, it is time to define and prioritize your initial strategy.

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IMPLEMENTATION

Our Team will complete the necessary paperwork, coordinate signatures with you and connect your accounts to our technology platforms. At this phase, expect communication from both our Advisory & Operations Teams as we begin to execute the strategy.

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ORGANIZATION

With accounts connected through our industry leading technology, you now have access to your financial life. It provides a true sense of accomplishment to know where all your financial assets are and how they are working together.

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SIMPLIFICATION

With your financial foundation in place, your family CFO Team is simplifying your life. We are streaming cash flows, managing investments and coordinating strategies for tax, insurance and your estate plan.

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DIRECTION

Through ongoing proactive engagement, together, we will monitor and revise strategy as you and your family move through life's transitions. Our services provide peace of mind: Your financial life is moving in the right direction; even when life throws the occasional curveball.

Our Services

 We develop, implement, refine and revise customized strategies for each and every client we serve. Are you ready to explore the benefits of your very own CFO?

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  • Tax Strategy

    Are you capitalizing on all of the tax benefits available to you?  Do you have a Family CFO to review your tax strategy based around your entire financial strategy?  The Buttonwood Team works in conjunction with your CPA.


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  • Investment Management

    Investing is difficult and time consuming! There are many avenues to choose from, and learning the pros and cons of every type of investment can be daunting. This is where an investment advisor can help. Our goal is to simplify the financial process for individuals and families who would like to protect and grow their money.


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  • Estate & Legacy

    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.


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  • Multigenerational Management

    Multigenerational wealth planning helps ensure that your family’s wealth and legacy are properly managed when being passed from one generation to the next, ensuring a healthy financial picture endures to benefit younger generations.


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  • Financial Advisory Services

    As Your Family CFO, our Team will actively manage investments and regularly update you.  We provide you with 24/7 access to your overall financial strategy through our forward-looking and backward-looking online portals.


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  • Insurance Strategy

    Insurance coverage is key, but how exactly does it all tie in with your overall financial plan?  Buttonwood carefully reviews your insurance policies and incorporates them into your financial strategy.


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  • Lifestyle Management

    As you transition through the various cycles of life, you can count on the Buttonwood Team to make each transition as easy as possible. So many situations alter your financial roadmap. We’re here to help navigate.


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  • Business Strategy

    Do you own, or are you an executive for a small business?  The Buttonwood Team works with our clients to establish and implement strategy to keep you organized.


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  • Wealth Management

    As Your Family CFO, the Buttonwood Financial Group Team will actively manage your wealth, and regularly update you with reporting and ongoing strategies. We provide you with 24/7 access to your overall financial strategy through our forward-looking and backward-looking online portals.


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  • Retirement Planning

    Many of us hope to dedicate our years to a fulfilling career that will eventually allow us to live a comfortable life as a retiree. Also for many of us, the path to achieving that goal is a mystery. Planning for retirement brings up a set of financial challenges, and it can become daunting. 


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Ready to Talk?

Are you ready to explore the benefits of your very own CFO? Schedule a Conversation Today!

LET'S TALK
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