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FAQs



What’s your mission?

Our mission is to empower people to spend more time doing what they value most. We do this by helping them gain more authority over their finances. We combine Nobel prize winning research, cutting edge technology, and a philosophy based on the idea of balance which allows our clients to achieve a new level of financial control and overall well-being.

What does Live Your Legacy® mean?

Our core belief is to Live Your Legacy.  

Your legacy is  your  story, the pen that writes it should be in your hand. Buttonwood Wealth was created because we wanted the freedom to write our own story and to provide people with an experience that empowers them to do the same. We believe there must be a balance between enjoying today and preparing for tomorrow and that the actionable information we provide our clients must demonstrate this idea. 

Live Your Legacy® is a registered trademark with the U.S. Patent & Trademark Office.

What are your fees for financial planning?

We charge $300 an hour for financial planning consultation. A typical financial planning experience takes between 4 - 6 hours.

Does Buttonwood Wealth have account minimums?

No. We simply require an hour of your time at the onset of every potential relationship. From there, it is our responsibility to best determine proper fit for an ongoing relationship. We do not have account minimums for two reasons.

  1. In our experience, this is far too shallow a metric to evaluate a relationship and the impact we can have on helping someone Live Their Legacy®.

  2. The translation of an advisor with a stated minimum is: “we only work with people we can make the most money from." Buttonwood’s Founder does not believe in minimums because they are off-putting. He found minimums were usually used by advisors as a way to impress friends at cocktail parties. Buttonwood focuses on relationships, not minimums. A relationship should not be based on how much money you can earn from someone but rather, how much of a difference you can make in that person's life.

How does Buttonwood Wealth define my success?

The planning experience we provide defines success at two levels: Macro and Micro.

  • Macro Success - understanding what is most important to you and actually getting you there. Are you doing what you want to be doing in a place that you enjoy with the people you love and are you free of financial angst and confusion?
  • Micro success – involves implementing tactics and accomplishing objectives that help you realize macro success. This includes things like generating solid investment returns, paying down debt, and building cash. All these micro tactics and decisions help get you to the point where the pen is in your hand and you are writing your story the way you want.

Your success relies on our ability to encourage you to spend more time doing the things you most enjoy while balancing long term financial security. This is accomplished through the planning experience we provide and our ability to articulate investment concepts free from industry jargon. Giving you a better understanding of what is happening with your money and why.

Is Buttonwood Wealth an independent company and fiduciary?

Where did the “Buttonwood Wealth” name originate?

There once was a Buttonwood tree on Wall Street that served as a meeting point for investors. On May 17, 1792, twenty-four investors gathered there to sign an agreement with the intention of making financial markets more accessible, structured and trustworthy. The Buttonwood Agreement established early rules for financial investing and the foundation of the New York Stock Exchange.

Buttonwood reminds us of the key principles which sparked this historic event and the importance of writing your own story.

What does the Buttonwood brand signify?

Our brand embodies the ideas of balance, clarity, education and wealth. Life is about balance, balancing living today and planning for tomorrow and creating a clear picture of where you want to be and what you want to be doing. Education supplements these two ideas in that the more understanding and education we can deliver our clients, the better equipped they will be to write their own story and do all the things they value most.

Balance - “Put something in a steady position so that it does not fall.” - Oxford English Dictionary

Clarity - “If you can’t explain it simply, you don’t understand it well enough.” - Albert Einstein

Education - “An investment in knowledge pays the best interest.” - Benjamin Franklin

How do I access my account information?

You can view your account information and investments at www.myaccountviewonline.com

How quickly can I get access to my money if I need it?

We purchase highly liquid securities, meaning, cash can be available to you within a normal 1 to 3-day settlement period. Weekends and Holidays may delay this turnaround time.