Personalized wealth management advice for individuals, trusts, private foundations, endowments and institutions.
Birch Hill is an independent SEC Registered Investment Advisor. The Principals have broad experience in portfolio management, investment research, taxation and trust administration. Each has a long history of working successfully with clients, their attorneys, accountants and other professionals.
Our firm is named after a small piece of New England owned by one of our long-time client families. Birch Hill is a reminder of the values, dedication, skill and work ethic embraced by that family and so many of our clients, who serve as role models for all of us at Birch Hill.
