BIRCH POINT WEALTH MANAGEMENT LLC

Overview

Birch Point Wealth Management LLC is an independent registered investment advisor serving individual and family clients with a mix of financial planning and portfolio management services. The firm operates as a capital allocator — it manages discretionary portfolios while also selecting outside advisers and third‑party managers when strategy complexity or access to alternative managers is required. Fee arrangements include percentage‑of‑assets, hourly engagements and fixed fees, giving flexibility for both ongoing wealth management and one‑off planning work. Investment activity skews toward discretionary management: most client assets are held in accounts the firm actively manages. The firm is not an active ESG investor and does not identify as a multi‑state adviser. Given its stated preference for “other” asset types and its use of outside managers, Birch Point emphasizes access to non‑traditional exposures alongside liquid mutual fund and separately managed account sleeves.

Assets & Accounts

Investments & Alternatives

Location & Offices