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™
Jun 30, 2021 2:30:00 PM

We are officially halfway through 2021, and wow, what a year it’s been. If you’re like many of our clients, you may have taken this midway point as a...

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Damian Winther, CFP® CSRIC™
Apr 28, 2021 8:45:00 AM

As a Financial Advisor, one of the many roles I play is “professional nag.” The thought of working through (and paying for) a comprehensive estate...

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Damian Winther, CFP® CSRIC™
Mar 25, 2021 10:53:31 AM

It’s a wonderful thing to have enough wealth where you have the flexibility to share it with others. Many of our clients find themselves in the...

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Damian Winther, CFP® CSRIC™
Mar 3, 2021 8:47:00 AM

Each year comes bearing new challenges to address, obstacles to overcome, and opportunities to seize. Understanding your financial plan puts you in a...

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Damian Winther, CFP® CSRIC™
Jan 19, 2021 10:21:00 AM

Creating an estate plan that dictates the distribution of your assets is important so that your family will be financially taken care of if something...

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Damian Winther, CFP® CSRIC™
Dec 9, 2020 3:09:13 PM

If you’re like most Americans, you may think that the day you retire is the day you turn on every retirement account you have contributed to...

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Damian Winther, CFP® CSRIC™
Aug 25, 2020 11:00:00 AM

The cost of a college education continues to skyrocket and many families are astounded by the price tag and sticker shock, which they often fail to...

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Damian Winther, CFP® CSRIC™
Jan 30, 2020 4:58:37 PM

Social media outlets can have the tendency to cause us to create what can be unreasonable comparisons between ourselves and our lifestyle and those...

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Damian Winther, CFP® CSRIC™
Nov 7, 2019 3:30:09 PM

Are you like the majority of Americans that seem to get easily discouraged and stressed when it comes to organizing your finances? If so, you are not...

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Damian Winther, CFP® CSRIC™
Sep 11, 2019 3:56:50 PM

At a neighborhood gathering this summer, as we watched the kids run around the streets getting sprayed by fire hydrants, our conversation slowly...

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

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