A PROVEN PROCESS
We take a very disciplined and consistent approach to investing, based on your unique needs and wants. We get to know you well, formulate a sound strategy, then implement it faithfully to help you achieve your financial goals.
DEEP INDUSTRY EXPERIENCE
We have more than 75 years of investment management experience between us, and hold key investment designations including CERTIFIED FINANCIAL PLANNER™ professional and Certified Investment Management Analyst. Our entire team is at your service.
We serve a variety of clients:
I N D I V I D U A L S
We take great pride in the personal relationships we build with clients and their families. We take your trust seriously, and hope to serve your family for generations to come.
B U S I N E S S E S
Helping businesses save and invest is a core part of our experience — from working with your CPA to implement tax management strategies, to managing retirement plans.
P A R T N E R S
Butler Wealth Management is happy to collaborate with our clients’ other professional partners, such as CPAs and attorneys, however and whenever needed.