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

Talking To Your Young Children (and Grandchildren) about Money

Damian Winther, CFP® CSRIC®
May 19, 2019 12:57:00 PM

As a Financial Advisor, talking about money, finances and cash flow with clients is a normal every day occurrence. One of the most common questions...

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

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