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 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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Damian Winther, CFP® CSRIC®
Jun 12, 2019 6:07:00 AM

Regardless of your wealth, the April 15th tax filing deadline was likely a major thorn in your side, it may have lead to stress, lack of sleep and...

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Damian Winther, CFP® CSRIC®
May 1, 2019 11:17:32 AM

If you are like most of the United States population, chances are you’ve held several jobs over the years, which may have resulted in multiple...

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Damian Winther, CFP® CSRIC®
Jan 30, 2019 9:32:37 AM

Many of us are looking for ways to maximize our long-term wealth. For most of us, this means setting aside 15 to 25 percent of our annual income. The...

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Damian Winther, CFP® CSRIC®
Oct 31, 2018 10:49:50 AM

You’ve saved your whole career, your kids are launched, and perhaps your mortgage is paid off. Now you’re starting to feel like it’s time to begin...

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Damian Winther, CFP® CSRIC®
Oct 17, 2018 10:17:26 AM

The decision regarding when to begin collecting Social Security retirement benefits is something that all retirees are going to face at some point in...

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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.