BUTTONWOOD WEALTH
Winchester, Virginia
5.0
2 Reviews
Buttonwood Wealth, a local investment advisory firm based out of Winchester, VA, is dedicated to providing exceptional financial services to their diverse clientele. With over 250 individual clients and an impressive $234,041,000 in assets under management, Buttonwood Wealth has established itself as a trusted partner in wealth management. The firm operates from two offices, ensuring convenient access for their clients. While 401K and individual accounts make up less than 30% of their assets under management, Buttonwood Wealth possesses the expertise and capability to effectively manage employer funds. All of the assets they mana...
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Assets Under Mgmt

$234.04M

Investment Professionals

5

Locations

1

% 401K & Individual

30%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection of other advisers
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