Buttonwood Wealth

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.

You've done the disciplined thing. You max out your 401(k) every year, and the tax bill still stings.That gap is more co...
08/25/2026

You've done the disciplined thing. You max out your 401(k) every year, and the tax bill still stings.

That gap is more common than people think. A 401(k) is a solid tool, but for a strong-earning business owner, it simply runs out of room.

A cash balance retirement plan is one way to close that gap. It's not a replacement for your 401(k), it's a complement to it, built for owners who've already outgrown the standard playbook.

We believe education comes before any decision. If this sounds like your situation, we'd love to walk through it with you, no pressure, just a clear picture.

Read the full guide: https://bwlegacy.pulse.ly/cki0en1dxj



You can't build toward something you cannot clearly see. Clarity isn't about having every number memorized. It's about h...
08/21/2026

You can't build toward something you cannot clearly see. Clarity isn't about having every number memorized. It's about having an honest, current picture of where you stand, without the guesswork or the vague sense that you should already know this. That picture is what turns a pile of accounts into an actual plan, and turns an overwhelming gap into something you can work with.

If you're ready for that kind of clarity, let's talk. https://bwlegacy.pulse.ly/qxazdqw94b



Every relationship with us starts the same way, with a blank canvas and a simple conversation. No templates, no assumpti...
08/19/2026

Every relationship with us starts the same way, with a blank canvas and a simple conversation. No templates, no assumptions about what your financial life should look like before we have even met you. We sit down face-to-face to learn your story and share ours, because the numbers only make sense once we understand what they are for. The conversation always comes first. Reach out today. https://bwlegacy.pulse.ly/deghpvszro



A financial plan doesn't need a dramatic overhaul to stay useful. It needs small, consistent attention. A quarterly chec...
08/13/2026

A financial plan doesn't need a dramatic overhaul to stay useful. It needs small, consistent attention. A quarterly check-in, an honest look at whether your goals still match your life, and one decision you have been avoiding finally put into words. None of it requires a perfect system. Just the habit of paying attention. We're here to help. https://bwlegacy.pulse.ly/ywhqpxebkz



Balance is a word people use so often it starts to lose meaning, but for us it's the whole starting point. Living well t...
08/11/2026

Balance is a word people use so often it starts to lose meaning, but for us it's the whole starting point. Living well today. Building toward tomorrow. Neither side should have to lose for the other to win, and our work is finding the plan where both can be true at once.



No predictions, no guesswork dressed up as strategy. Just preparation, built on decades of research, applied with a stea...
08/05/2026

No predictions, no guesswork dressed up as strategy. Just preparation, built on decades of research, applied with a steady hand. Curious how this shapes our approach? It's all on our website. https://bwlegacy.pulse.ly/hc9mu1tpjn



"Legacy" can sound like a word reserved for the wealthy, but it isn't about a number in an account. It's about intention...
08/03/2026

"Legacy" can sound like a word reserved for the wealthy, but it isn't about a number in an account. It's about intention. Understanding what you value most and making sure your financial life is actually pointed toward it. That clarity, more than any dollar amount, is where legacy begins.



There's a reason we built our investment philosophy around Nobel Prize winning research. Not because the credentials loo...
07/30/2026

There's a reason we built our investment philosophy around Nobel Prize winning research. Not because the credentials look good on paper, but because our clients deserve a strategy rooted in the most proven thinking modern finance has to offer. Cutting-edge technology handles the precision.

The research handles the foundation. And the philosophy of balance ties it all together into something that actually works for the life you're living, not just the portfolio you're growing. Learn more when you visit our website. https://bwlegacy.pulse.ly/h0lrsiikhb



Before we built this for our clients, we built it for ourselves. For our parents trying to figure out when they could ac...
07/22/2026

Before we built this for our clients, we built it for ourselves. For our parents trying to figure out when they could actually stop working. For our siblings wondering if they could afford to start a family without putting their future at risk. For the version of ourselves that wanted to live well today without sacrificing everything tomorrow.

That's still who we're building for. When we say we'll never stop improving, it's because the people we're improving it for are people we love. That includes you. Reach out today to start planning your legacy. https://bwlegacy.pulse.ly/aaey64obiu



A 401(k) is a strong foundation. But for business owners and high-income professionals, it may only be the beginning. Ca...
07/16/2026

A 401(k) is a strong foundation. But for business owners and high-income professionals, it may only be the beginning. Cash Balance Retirement Plans are a lesser-known strategy that can allow qualified individuals to contribute significantly more each year, all while reducing current taxable income. The result: a plan that grows your retirement savings and strengthens your overall financial position at the same time.

This is the kind of balanced, forward-thinking approach that sits at the heart of what we do. Optimize your strategy. Invest in your future. To learn more: https://list-manage.pulse.ly/o3lfxkriss



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

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