Birch Wealth Management

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Birch Wealth Management

Live boldly today. Plan wisely for tomorrow.

15/10/2026

Partnering with us means having a team that’s with you every step of the way.

We’ll stay in touch regularly to make sure your plan aligns with your goals, and as life changes, we’ll adjust together.

We’re here to build partnerships that stand the test of time, across generations.

Call us at (315) 795-2005 to plan for your future today!

13/10/2026

Spread the word!

Financial planning starts with understanding where you are, what matters to you and where you want to go.

Birch Wealth can help you take the next step.

01/10/2026

🍂 Fall is the perfect time for a little clean-up — including your finances.

As the seasons change, take a moment to review your beneficiaries, retirement contributions, savings goals and overall financial plan. A few small updates can help make sure your strategy still reflects where you are and where you want to go.

A quick check-in today can help keep your plans on track.

29/09/2026

☕ Happy National Coffee Day!

Just like a great cup of coffee, a strong financial plan is best enjoyed with good conversation.

Whether you're planning for retirement, growing your investments, or preparing for what's next, Birch Wealth Management is here to help you build a future you can feel confident about. 🌿

24/09/2026

What does your dream retirement look like? 🌴🏔️✈️

Maybe it’s mornings by the beach, more time in the mountains, finally taking those bucket-list trips or simply enjoying more time with the people you love.

Whatever retirement looks like to you, having a plan can help you work toward making it a reality.

Which one are you choosing? Let us know in the comments!

22/09/2026

🍂 Welcome, Fall!

A new season is a reminder that change is a natural part of life—and your financial plan should evolve with it.

As your goals change, Birch Wealth Management is here to help you stay prepared for whatever comes next.

19/09/2026

Such a beautiful fall golf day supporting Sarah's Guest House! The rubber duck brigade came to play! We even saved the tiniest snapping turtle ever! Such an amazing organization that does so much for families in need of medical care in Central New York! 🏌🏻‍♀️⛳️🐢❤️💫

18/09/2026

Financial confidence starts with asking questions.

No matter where you are on your financial journey, understanding your options is one of the most valuable investments you can make.

Birch Wealth Management is here to help you navigate every stage with confidence.

16/09/2026

An extra $1,000 just hit your bank account… what’s your first move? 👀

There’s no one-size-fits-all answer. How you use extra money should depend on your priorities, goals and overall financial plan.

Tell us where yours is going in the comments! 👇

15/09/2026

We are so excited for our friends at Big Jays Pizzeria- Marcy!! Go get this now!! You will not be disappointed! 🍅🍕❤️

Address

Opening Hours

Monday	09:00 - 17:00
Tuesday	09:00 - 17:00
Wednesday	09:00 - 17:00
Thursday	09:00 - 17:00
Friday	09:00 - 17:00

Website

https://birchwealth.com/

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