Birch Point Wealth Management

Hello, I am Brie Pio and I am a CERTIFIED FINANCIAL PLANNER™ professional. My goal is to maximize what you can do with the money you have. I help you get financially organized so you know where you stand and what you can do to reach your goals.

I create detailed financial plans that address your total financial health including-

Investment Management
Retirement Planning
Tax
Estate Planning
Risk Management
Education Planning
Benefits / Pension / 401(k)

 
If you are wondering if you are on track for retirement or want to optimize what you can do with your money, schedule a 15-minute phone call to explore whether my services can help you. 
 

 

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