Damian Winther, CFP® CSRIC®

Damian Winther, CFP® CSRIC®

As one of the owners of Birchwood, Damian Winther meets with clients on a daily basis and helps them get a sense of whether they are on track to achieve their goals. He works extensively on developing and implementing tax and Social Security strategies with clients. Overall, Damian aims for efficiency with client plans and takes into consideration their unique financial situations. He communicates each of the options available to clients and helps guide them to a decision and assists them with the implementation process. Damian finds a great deal of value in working as a team at Birchwood; he believes it is integral to successfully creating appropriate recommendations and finding the best way to help clients achieve their goals.

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Recent Posts

Damian Winther, CFP® CSRIC®
Dec 15, 2023 4:00:00 PM

One of the many things that you may think about as you get closer to retirement (or perhaps you are already retired), is how your charitable giving...

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Damian Winther, CFP® CSRIC®
Jan 5, 2023 7:30:00 AM

Interest rates have risen at a record pace in 2022, with many experts anticipating further rate hikes occurring into the new year. With rising...

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Damian Winther, CFP® CSRIC®
Dec 1, 2022 7:15:00 AM

With year-end quickly approaching, we encourage our clients to take advantage of key financial planning moves to stay on track. Whether you are a...

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Damian Winther, CFP® CSRIC®
Oct 27, 2022 1:15:00 PM

Many retirees can attest that healthcare costs during retirement are one of the most significant expenses within their family’s budget. Planning for...

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Damian Winther, CFP® CSRIC®
Oct 6, 2022 7:45:00 AM

The United States housing market has been going gangbusters for the last several years as homeowners have seen the price of their property increase...

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Damian Winther, CFP® CSRIC®
Sep 29, 2022 10:15:00 AM

Does an unexpected car or home repair blow your monthly budget? Do you feel like you’re never able to save enough for a vacation? Do you worry about...

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Damian Winther, CFP® CSRIC®
Jul 21, 2022 9:35:00 AM

It’s not uncommon to want to leave a gift for your children and family members at your death. We find that clients who are in a position to share...

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Damian Winther, CFP® CSRIC®
Jun 9, 2022 7:15:00 AM

A Bear Market is defined as a 20% drop in market value from the peak. The S&P 500 has hovered around this threshold for several days and weeks. For...

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Damian Winther, CFP® CSRIC®
Jun 2, 2022 7:30:00 AM

In the news and at the grocery store, you can’t help but notice how inflation has been off the charts during 2022. According to the U.S. Bureau of...

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Damian Winther, CFP® CSRIC®
Mar 3, 2022 2:30:00 PM

It’s rumored that Albert Einstein once said, “Compound interest is the eighth wonder of the world. He who understands it earns it; he who doesn’t...

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Investment Advisory services offered through Birchwood Financial Partners, Inc. an SEC Registered Investment Advisor.

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