Client Stories

Kelly and Roger wanted to set up their three children for financial success and teach them how to navigate the world of wealth management and preparedness. 

The Buttonwood team helped Elizabeth restructure her will with a Revocable Living Trust to better protect her kids' futures and assets.

When the question arose, how much money they needed each year, an interesting thing occurred once the Buttonwood team reviewed the tax returns.

He had been the primary earner in the family before he passed away two years ago. They had made a great team and shared much of their life together. However, it was always him who handled most of the investment decisions.

Michelle was unmarried, had no children and was blessed by good fortune and a successful career. She wanted to do something meaningful with her wealth.

He used to enjoy painting and cleaning the different properties, but what used to be a pleasant escape had become a burden. His goal was to simplify.

Richard and his wife Edith owned a small business together, which they had poured decades of their heart and soul into.

As he began to look at the different cash flow alternatives, the options became more and more intimidating. Should he take the annuity from the State and play it safe?