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Our Approach2019-01-10T03:40:41+00:00

Why Buttonwood?

There are many options available in today’s world of financial advisors.  Buttonwood serves in a unique niche; Your Family CFO.   While asset managers focus on investments as they earn commissions, our fiduciary role ensures your best interest remains top of mind while implementing a holistic approach.

What makes us different?

  • We provide an outsourced solution to those who wish to focus on what really matters, enjoying life.
  • We are a fiduciary, which means we everything we do is with your very best interest at the top of our minds.
  • We provide comprehensive wealth management, not just investment management.
  • We incorporate your estate, tax and insurance strategies into your whole financial picture.
  • We provide you with the best of both worlds; access to custodial platforms plus specific, comprehensive strategy usually only found in a “family office” business model.

Are you looking for an asset manager, or are you ready to explore the benefits of your own Family CFO?  Click HERE to learn more about Asset Managers vs. Wealth Managers/Family CFO

Wealth Complicates Life

Many successful people are challenged with managing wealth, leaving little time to focus on what their wealth is forWith Buttonwood, we help make it possible for you to focus on the rest of your life.

We are deeply involved in our clients lives as well as the community. This means we are uniquely suited to serving clients who recognize there are values beyond wealth. We specialize in focus on the creation, implementation, and ongoing strategy in your financial life– based upon your specific goals. Making your goals our art. Did we mention our offices reside in an art gallery?

At Buttonwood, our objective is to provide you with answers to any questions you have, as well as learn what it is you would like your life to look like and what you desire your assets to do for you.

Our team of financial professionals work together seamlessly to:

  • Offer holistic advice, education, and best practices for growing and managing wealth;
  • Access to continuity and estate governance;
  • Work with you to develop financial strategies designed to address your specific objectives;
  • Customize services to address the specific needs of your family. We build a custom “box” to fit your needs;
  • Anticipate and meet your needs through every life’s transitions today, tomorrow, and for generations to come.

Our Services

This is the role we fulfill for families every day! 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 Chief Financial Officer?

Ready to talk?

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

Lets Talk