Birch Point Wealth Management

Hello, I am Brie Pio and I am a CERTIFIED FINANCIAL PLANNER™ professional. Welcome to my firm Birch Point Wealth Management LLC. 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.

More specifically, I create detailed financial plans that address the topics below and how they relate to one another.

Retirement Planning

Tax

Estate Planning 

Risk Management

Education Planning

Benefits / Pension / 401(k)

 

Resources

Location(s)

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