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.

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



You can find Lucy at our Middleburg location, ready to guide you on your path to financial control. With a passion for e...
05/07/2026

You can find Lucy at our Middleburg location, ready to guide you on your path to financial control. With a passion for ethically achieving her clients' goals, she focuses on clear and concise plans to ensure they achieve both short- and long-term success. Learn more about how we can help you when you visit our website. https://bwlegacy.pulse.ly/81s6n9y1nc



It’s that time of year again. The Shenandoah Apple Blossom Festival is here, and downtown is about to get a little busie...
04/30/2026

It’s that time of year again. The Shenandoah Apple Blossom Festival is here, and downtown is about to get a little busier than usual.

To give our team time to enjoy the festivities (and avoid the traffic), Buttonwood will be closing early on Thursday, 4/30 at 1:00 PM, and will remain closed all day Friday, 5/1.

We’ll be back to normal hours, Monday, 5/4, and look forward to connecting then. In the meantime, enjoy the weekend and everything Apple Blossom has to offer.



Markets are competitive. Prices adjust quickly. And consistently beating the market? Extremely rare.Instead of chasing t...
04/29/2026

Markets are competitive. Prices adjust quickly. And consistently beating the market? Extremely rare.

Instead of chasing the next big thing, focus on what you can control:
• Costs
• Diversification
• Taxes
• Long-term discipline

As Benjamin Graham said:
“The investor’s chief problem… is likely to be himself.”

The best strategy isn’t flashy—it’s consistent.



Wondering what we do? We combine Nobel Prize-winning research, cutting-edge technology, and a philosophy of balance to h...
04/21/2026

Wondering what we do? We combine Nobel Prize-winning research, cutting-edge technology, and a philosophy of balance to help our clients achieve a new level of financial control and overall well-being.



Can you really pick a winning money manager?It’s easy to be drawn to past performance, but history shows that yesterday’...
04/15/2026

Can you really pick a winning money manager?

It’s easy to be drawn to past performance, but history shows that yesterday’s winners aren’t always tomorrow’s. What matters more? A disciplined strategy, thoughtful diversification, managing costs, and staying aligned with your long-term goals.

https://bwlegacy.pulse.ly/kxtbvkgoer



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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