Birch Wealth Management

Birch Wealth Management is a woman-owned financial services firm in Rome, Oneida County. It helps clients plan, invest and look after their money for the long term, with the personal attention of a local firm. Rome is a Mohawk Valley city with deep local roots, and a locally based advisor is a comfort for families planning ahead.

Wealth management typically brings together investing, retirement planning and day-to-day financial guidance, which is why many clients prefer an advisor they can sit down with. The firm is a member of the Greater Utica Chamber of Commerce.

What to Know

• It is a woman-owned wealth management business in Rome.
• The firm is based in Rome, in Oneida County.
• A member of the Greater Utica Chamber of Commerce.