Birch Wealth Management

Birch Wealth Management is a financial planner in Rome, NY. The firm provides personalized financial planning and investment strategy management to clients nationwide. Their approach focuses on creating fluid and flexible plans tailored to the unique goals, needs, and life stages of each individual.

Founded by Iris Buczkowski, the firm is built on a philosophy of empathy and long-term partnership. The team prioritizes listening to understand what matters most to clients before developing investment strategies designed to foster financial independence and quality of life. Beyond investment guidance, the firm emphasizes regular communication and collaboration with outside counsel to protect families. Birch Wealth Management is also deeply committed to community involvement, quarterly reviewing sponsorship requests to support local charitable fundraisers, educational initiatives, and events that promote financial literacy and community growth.

Located on W Court St, the office is situated near the Rome City Court and City Hall/Liberty Plaza. It is a short drive from the Rome City Hall, Veteran's Memorial Park, and the intersection of West Liberty Street and North George Street.

The firm is recognized for providing thorough and well-documented information to those seeking financial guidance. Through a commitment to personalized service and community support, Birch Wealth Management serves as a dedicated partner for those navigating their financial journeys.