Damian Winther (CFP®, Chartered SRI Counselor™)

Planning Specialties

As one of the owners of Birchwood, Damian meets with clients on a daily basis and helps them get a sense of whether or not they are on track to achieve their goals. He works extensively on developing and implementing tax and Social Security strategies with clients. Overall, Damian aims for efficiency with client plans and takes into consideration their unique financial situations. He communicates each of the options available to clients and helps guide them to a decision and assists them with the implementation process. Damian finds a great deal of value in working as a team at Birchwood; he believes it is integral to successfully creating appropriate recommendations and finding the best way to achieve client goals.

Damian is able to analyze a problem and provide a solution that is efficient and straightforward. He excels at translating complicated financial language into plain English to provide clients with an understanding of the rationale behind a recommendation and how that will affect them today and down the road. He is proud of the relationships he has built with clients and enjoys getting to know them on a personal level and discovering what is important to them and their families.