Specialty:
“ Buttonwood Financial Group is a comprehensive wealth management firm. They specialize in simplifying the complexities of wealth for individuals and families, with a particular emphasis on multigenerational financial planning. Acting as a Family CFO, the dedicated team at Buttonwood Financial Group collaborates to develop and execute strategies encompassing various aspects such as tax planning, insurance, estate management, investments, cash flows, retirement planning, business ventures, education, and more. By safeguarding and nurturing wealth, they enable their clients to allocate their time and energy toward family, career, and personal pursuits. Their team will complete the necessary paperwork, coordinate signatures with you, and connect your accounts to their technology platforms. At this phase, expect communication from both their Advisory & Operations Teams as they begin to execute the strategy. They develop, implement, refine, and revise customized strategies for each and every client they serve.”
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