At Buttonwood, we believe in the fact that as wealth
builds life doesn’t get simpler – it gets more complex. It is the goal of our
Team to simplify the financial process for families that desire to protect and
grow their money.
Today, many individuals dedicate a significant amount of
personal time to managing all the various aspects of their
financial life. We ask, what if, like a business, you could
have your own Chief Financial Officer? This is the role
Buttonwood fulfills for families every day!
As your “Family CFO” we focus on the creation, implementation,
and ongoing strategy in your financial life. We provide
comprehensive tax, insurance, estate planning, investments,
cash flow, retirement, education, and business strategies –
all integrated into your life and based upon your specific
During an initial meeting it’s our objective 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. At this meeting, if you
determine our Family CFO services are a fit with your needs,
and we have a good understanding of at least the high level
parts of your financial life, we will develop a written
summary of initial recommendations and strategies.
If our recommendations make sense to you, we then implement
some or all of the various strategies, meeting regularly as
needed, until we have i's dotted and t's crossed. From there
we generally meet with the families we work with on a
semi-annual or quarterly basis, more often if desired, to
refine and revise strategy as you move through life.
Buttonwood's team of financial professionals work together seamlessly to:
- Offer holistic, meticulously researched advice, education, and best practices for growing and managing wealth;
- Offer access to best-in-class solutions for continuity and estate governance;
- Work with you to develop, implement, monitor and adjust as
needed, financial strategies designed to address your specific
- Customize services to address the specific needs of your family.
Your family nor your needs are never placed into a “box” of
pre-planned services. Rather, a personalized “box” of services to
fit your needs is custom-built for you;
- Anticipate and meet your needs through every life's transitions. That means being here for you today, tomorrow, and for generations to come.
If our Family CFO services seem like they may be a fit for your
contact Buttonwood today to
interview us and learn more.