Personal Wealth

Let Us Protect & Grow Your Savings

Who We Serve

Our typical client is someone age 40 plus with $500,000 or more of investable assets. They are motivated about planning for a successful future.

Our clients pursue a life supported by financial independence. They don't chase riches. They seek the freedom that money can provide them. Freedom to spend their time doing what they enjoy, with the people they love, on their schedule.

For many clients that means choosing an early retirement to pursue a second career or travel. For our younger clients it means creating memories while their kids are young through travel and sabbaticals.

That Sounds Like Me

We are a good fit if...

Engaged

Our clients want to leverage their finances to create a life they love. They want an advisor who is a partner that can help them achieve meaningful change in their lives.

Playing the Long Game

At Birch Investment Management, we aren’t focused on quick wins or returns chasing. We work with our clients to support their short and long-term goals, and build plans accordingly.

Delegate

Our clients typically have complex financial lives that require an experienced professional to guide them. With increased wealth, they recognize the value of having an expert in their corner.

Tell Us About Your Goals

You have unique life experiences and aspirations. We believe your wealth strategy should be customized to reflect this and move you closer to your vision of a great life. If you have some questions and would like to explore working with us, we'd love to hear from you.

We are located in Brookings, South Dakota. You can be located anywhere.

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