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.

Three words. One framework for your financial life. Optimize your finances. Invest with discipline. Empower yourself to ...
06/23/2026

Three words. One framework for your financial life. Optimize your finances. Invest with discipline. Empower yourself to live the life you actually want. Everything we do at Buttonwood Wealth is built around this.



Markets don't reward clean narratives. War leads to higher oil, higher oil leads to inflation, inflation leads to recess...
06/17/2026

Markets don't reward clean narratives. War leads to higher oil, higher oil leads to inflation, inflation leads to recession, recession leads to losses. The story makes sense. But by the time everyone agrees on it, markets have already moved.

Discipline is the edge. Not storylines.



Your legacy deserves thoughtful, personal guidance. We are honored to serve the Middleburg community and the families wh...
06/12/2026

Your legacy deserves thoughtful, personal guidance. We are honored to serve the Middleburg community and the families who call it home.

📍110 West Washington Street, Middleburg, VA 20117



Good financial planning isn't one-size-fits-all. Lucy Zimmerman, CFP®, CDFA®, has spent 15 years working closely with cl...
06/09/2026

Good financial planning isn't one-size-fits-all. Lucy Zimmerman, CFP®, CDFA®, has spent 15 years working closely with clients on the deeply personal side of money, and she brings that same care and trust to every conversation at our Middleburg location.



Historically, 5-year market returns are positive roughly 89% of the time. The recovery usually starts before things feel...
06/04/2026

Historically, 5-year market returns are positive roughly 89% of the time. The recovery usually starts before things feel safe again. The real risk isn't the headline. It's the reaction to it.



Leading our new location in Middleburg is Lucy Zimmerman, a Certified Financial Planner™ who brings a truly personalized...
05/28/2026

Leading our new location in Middleburg is Lucy Zimmerman, a Certified Financial Planner™ who brings a truly personalized approach to every client relationship. She takes the time to understand your unique financial circumstances, because no two paths to financial freedom are the same. Stop in and say hello! We'd love to help you start living your story.



Both Wi******er and Middleburg Offices will be closed in observance of Memorial Day. Enjoy the Holiday!
05/25/2026

Both Wi******er and Middleburg Offices will be closed in observance of Memorial Day. Enjoy the Holiday!

Not all bonds are created equal. Bond length is one of the key factors that shapes your expected return, and at Buttonwo...
05/20/2026

Not all bonds are created equal. Bond length is one of the key factors that shapes your expected return, and at Buttonwood Wealth, every decision around it is intentional. Our approach is rooted in academic research, letting the market speak for itself rather than trying to outguess it. Systematic, data-driven investing built around you. That's the Buttonwood difference. Learn more when you work with us, visit our website to get in contact. https://bwlegacy.pulse.ly/ebzyku0hwa



Wall Street started under a tree. 🌳On this day in 1792, twenty-four brokers signed the Buttonwood Agreement, two short p...
05/17/2026

Wall Street started under a tree. 🌳

On this day in 1792, twenty-four brokers signed the Buttonwood Agreement, two short paragraphs that quietly became the foundation of the New York Stock Exchange. No skyscrapers. No screens or AI driven algorithms.

Just a handshake under a sycamore.

We took the name for a reason. Markets work. People work even better when someone actually sits down with them. That's the whole idea behind what we do.

Balance. Clarity. Education. 🌿
https://bwlegacy.pulse.ly/iazp7tkmdk

Your life should be lived on your terms. At Buttonwood Wealth, we believe money is more than a number, it's the tool tha...
05/12/2026

Your life should be lived on your terms. At Buttonwood Wealth, we believe money is more than a number, it's the tool that turns your goals into reality and your intentions into a legacy. We put the controls in your hands through Nobel Prize winning research, advanced planning technology, and a personalized experience built around balance.

Your story is yours to write. Let's make it a great one. https://bwlegacy.pulse.ly/eczpvnxlqn



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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