Buttonwood Wealth

Call Directions Website Contact the business

Buttonwood Wealth Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Buttonwood Wealth, Financial service, 27 West Boscawen Street, Winchester, VA.

We combine Nobel Prize winning research, cutting-edge technology, and a philosophy based on the idea of balance to help our clients achieve a new level of financial control and overall well-being.

Summer is fun. It just isn’t a long-term plan.Our latest blog looks at what the freedom of summer has in common with cha...
10/15/2026

Summer is fun. It just isn’t a long-term plan.

Our latest blog looks at what the freedom of summer has in common with chasing hot stocks, and why a repeatable process tends to beat reacting to the latest headline.

It also covers something investors don’t hear often enough: why a good process can still have a disappointing stretch, and why that’s okay.

Read the full post: https://bwlegacy.pulse.ly/ite00hikhn



The last quarter of the year has a way of sneaking up on us. A quick check-in on your savings, taxes, and long-term goal...
10/12/2026

The last quarter of the year has a way of sneaking up on us. A quick check-in on your savings, taxes, and long-term goals now can make January feel a lot clearer. Learn more at https://bwlegacy.pulse.ly/nmdjmocyse



For many high-earning business owners, a 401(k) simply runs out of room. A cash balance plan may be worth a closer look....
10/08/2026

For many high-earning business owners, a 401(k) simply runs out of room. A cash balance plan may be worth a closer look. Our plain-English guide breaks it down on our retirement plans page.https://bwlegacy.pulse.ly/8n4a6eh4s0



Our investment approach is disciplined and research based, built around your risk tolerance and watched closely for the ...
10/06/2026

Our investment approach is disciplined and research based, built around your risk tolerance and watched closely for the costs and taxes that quietly erode returns over time. Sound investing has less to do with chasing the next hot idea and more to do with the discipline to stay the course. It's a simpler mindset than most people expect from a financial advisor, and it tends to hold up a lot better over time.

Read more about our investment philosophy on our website. https://bwlegacy.pulse.ly/t960izhnql



Cash balance plans aren't built for everyone, and that's exactly the point. They tend to fit a specific picture:Business...
09/28/2026

Cash balance plans aren't built for everyone, and that's exactly the point. They tend to fit a specific picture:

Business owners with a small team. Self-employed professionals and consultants. 1099 earners in fields like medical sales or real estate. Generally, owners 40 and up with steady, predictable income.

If a few of those sound like you, it may be worth a closer look. If they don't, that's useful to know too.

The plan works best when there's consistency behind it, a business that can fund it year after year. That's the kind of fit worth talking through before anything else.

See if it fits your situation: https://bwlegacy.pulse.ly/y7ioyzbmgy



We don't have account minimums, and that's intentional. A stated minimum usually signals that a firm is looking for the ...
09/24/2026

We don't have account minimums, and that's intentional. A stated minimum usually signals that a firm is looking for the clients who make them the most money. We'd rather build relationships based on the difference we can make in someone's life, not a number in their account.

Let's start a conversation. Reach out at https://bwlegacy.pulse.ly/udjx9bun84 or call 540-662-5233.



Good advice starts with a simple question. What are you working toward? At Buttonwood Wealth, our financial advisory ser...
09/16/2026

Good advice starts with a simple question. What are you working toward? At Buttonwood Wealth, our financial advisory services consider the entirety of your financial life, planning, investing, protecting what you've built, and preparing for retirement. Not a shelf of disconnected products. One coordinated approach, tied to your goals.

Visit our services page to see how the pieces connect. https://bwlegacy.pulse.ly/xn59x98cjm



For business owners, the right retirement plan does double duty. It rewards your team and builds your own future in a ta...
09/14/2026

For business owners, the right retirement plan does double duty. It rewards your team and builds your own future in a tax advantaged way.

We help design and manage 401(k), 403(b), and Cash Balance plans, matching the plan type to how your business actually runs. It's where financial planning for business owners and financial advisory services meet directly. If you're not sure your current plan is still the right fit, that's a worthwhile conversation to have.

Learn more at https://bwlegacy.pulse.ly/h3b4mdpyu9



Fall is a good checkpoint for a habit that's easy to skip the rest of the year, a real look at your cash flow. Not just ...
09/08/2026

Fall is a good checkpoint for a habit that's easy to skip the rest of the year, a real look at your cash flow. Not just what's coming in and going out, but where that gap is actually going. Toward debt, toward savings, or toward nothing in particular.

Cash flow analysis is one of the first things we walk through in financial planning, because it's usually where the clearest opportunities show up. Worth ten quiet minutes with your own numbers before the year gets busy again.

Ready to work with us? Call 540-662-5233 or visit https://bwlegacy.pulse.ly/2ypdoaf1o7.

Here's something that surprises people about cash balance plans: the goal isn't to chase the biggest return.Each partici...
09/04/2026

Here's something that surprises people about cash balance plans: the goal isn't to chase the biggest return.

Each participant has what's called a hypothetical account, and it grows two ways each year: through pay credits set by the business, and through a consistent, level earnings rate. Too much growth in a given year can actually lower next year's contribution target.

It's a different mindset than a 401(k), where the aim is typically to maximize returns over time. With a cash balance plan, moderate and steady is the sweet spot.

Understanding how a plan is built is the first step to knowing if it belongs in your picture.

See the full breakdown in our blog. https://bwlegacy.pulse.ly/p4jmhxssyc

Address

27 West Boscawen Street
Wi******er, VA
22601

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15406625233

Website

Alerts

Be the first to know and let us send you an email when Buttonwood Wealth posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Buttonwood Wealth:

Shortcuts

Share

Category