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

The 5 Pillars of College Planning #5 - Making Your College Decision

Damian Winther, CFP® CSRIC®
Aug 1, 2024 8:57:57 AM

Welcome back to the 5 Pillars of College Planning. We now shift our focus to the final Pillar — Making Your College Decision.

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The 5 Pillars of College Planning #4 - Navigating College Scholarships and Loans

Damian Winther, CFP® CSRIC®
Jun 20, 2024 9:04:31 AM

Welcome back to the 5 Pillars of College Planning. We now shift our focus to Pillar #4 — Navigating College Scholarships and Loans. We recommend to...

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The 5 Pillars of College Planning: #3 - The College Application Process

Damian Winther, CFP® CSRIC®
May 30, 2024 8:30:00 AM

Welcome back to the 5 Pillars of College Planning. This blog will shift our focus to Pillar #3 — the College Application Process. With technological...

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The 5 Pillars of College Planning: #2 - The College Search Process

Damian Winther, CFP® CSRIC®
May 9, 2024 7:58:12 AM

Welcome back to the 5 Pillars of College Planning. In this blog, we will focus on the college search process and some of the factors you may want to...

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The 5 Pillars of College Planning: #1 - The College Savings Process

Damian Winther, CFP® CSRIC®
Apr 11, 2024 8:54:07 AM

As a dad of four, I'm embarking on the college planning process for the first time. I'm looking forward to helping my daughters find the perfect...

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Keep Giving: Planning Your Charitable Contributions in Retirement

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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Preparing a Personal Loan to Family or Friends in 5 Steps

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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Year-End Financial Planning Checklist and Moves to Stay on Track

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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Manage Your Health Savings Account Like a Boss

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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Impact of Higher Interest Rates on Home Purchase Decisions

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

All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Opinions expressed herein are solely those of Birchwood Financial Partners, Inc., and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser or qualified professional before making any financial decisions. We are not affiliated with or endorsed by the Social Security Administration or any government agency. The inclusion of any link is not an endorsement of any products or services by Birchwood Financial Partners. All links have been provided only as a convenience.