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Birch Wealth Management
Birch Wealth Management was established in 2019 as a wealth manager and registered investment advisor in Rome, New York. The firm delivers portfolio management...
Overview
Birch Wealth Management was established in 2019 as a wealth manager and registered investment advisor in Rome, New York. The firm delivers portfolio management and tax planning services. It focuses on individuals and high-net-worth individuals. No additional offices or team size details are available. No recent operational events from the last 24 months are recorded. The firm maintains a standard RIA structure with no disclosed hybrid vehicles or succession arrangements.
General information
Firm type
Wealth Manager
Year founded
2019
Location
Region
North America
Country
United States
City
Rome
Corporate office
Rome, NY, United States
Frequently asked questions
What services does Birch Wealth Management provide?
The firm offers investment advisory services including portfolio management and tax planning.
Who does Birch Wealth Management advise?
It advises individuals and high-net-worth individuals.
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