Damian Winther, CFP®

Damian Winther, CFP®
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®
Jun 12, 2019 7:07:00 AM

Regardless of your wealth, the April 15th tax filing deadline was likely a major thorn in your ... Read More

Damian Winther, CFP®
May 1, 2019 12:17:32 PM

If you are like most of the United States ... Read More

Damian Winther, CFP®
Mar 20, 2019 8:00:00 AM

It’s not uncommon to want to leave a gift for ... Read More

Damian Winther, CFP®
Jan 30, 2019 10:32:37 AM

Many of us are looking for ways to maximize ... Read More

Damian Winther, CFP®
Oct 31, 2018 11:49:50 AM

You’ve saved your ... Read More

Damian Winther, CFP®
Oct 17, 2018 11:17:26 AM

The ... Read More

Damian Winther, CFP®
Sep 26, 2018 10:50:54 AM

Whether your ... Read More

Damian Winther, CFP®
Jun 6, 2018 11:46:00 AM

Does an unexpected car or home repair blow your ... Read More

Damian Winther, CFP®
Apr 25, 2018 1:50:00 PM

Over the past few weeks, several of the Birchwood team members have been polling their peers, family members, ... Read More

Damian Winther, CFP®
Mar 28, 2018 11:40:00 AM

As a Financial Advisor, talking about money, finances and cash flow with clients is a normal every day occurrence. ... Read More