Stephen Nelson, CFA®, CFP®

I help people retire confidently and minimize taxes.

Our services include comprehensive retirement planning, tax planning, and investment management. What that means for you is:

• You get a proven plan to make your money last throughout your retirement
• You get a strategy for not overpaying the IRS
• You get a customized portfolio that you understand, but don't have to manage

How is Birchwood Capital different from other wealth management firms? We identify tax opportunities now and in the future to keep your lifetime tax liability as low as possible. Taxes will be your biggest expense in retirement, so we help you minimize Uncle Sam's take.

I am a Chartered Financial Analyst® (CFA) charterholder and CERTIFIED FINANCIAL PLANNER™ professional who has spent my career in the investment management and financial planning profession. My desire to more personally serve clients led to the creation of Birchwood Capital in 2020. I serve individuals and families throughout North County San Diego and across the country.

I received a Master of Science in Finance along with a B.B.A of Finance from the Cox School of Business at Southern Methodist University in Dallas, Texas.

Each year I write an ‘Annual Letter,’ which provides the best look into the character of the firm and myself. Read more here: https://birchwoodcapital.com/annual-letters/