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...
See more
Loading...
Assets Under Mgmt
$234.04M
Investment Professionals
5
Locations
1
% 401K & Individual
% Discretionary
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
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.