About Birchwood Financial Group
At Birchwood Financial Group, our work is grounded in a simple philosophy: quiet counsel can create an enduring impact. We are an independent wealth management firm based in the Northeast, with deep roots in New Hampshire and a national perspective. From our home base near Hampstead, we work with families across the country who value thoughtful planning, disciplined investment management, and long-term stewardship of wealth.
Founded in 2010, Birchwood Financial Group was built to serve clients with complex financial lives who want clarity, discretion, and continuity. Today, we manage substantial assets on behalf of our clients, guiding families through the challenges and opportunities that come with building, protecting, and transferring wealth across generations.
A Northeast Firm With a National Perspective
Living and working in New Hampshire shapes how we approach wealth management. The region’s seasons encourage patience, preparation, and resilience, qualities that translate naturally into financial planning. From snowy winters that demand foresight to vibrant summers along the New England coast, life here reinforces the value of steady decision-making over short-term reaction.
While our roots are firmly planted in the Northeast, our perspective extends nationwide. We work with clients in many states in which we are licensed across the United States, offering consistent oversight and personalized strategies regardless of geography. Our perspective blends local judgment with broad market awareness, allowing us to serve families whose financial lives span multiple states, entities, and generations.
What We Do and Who We Serve
We help families grow enduring income, protect what they have built, and transfer wealth with intention. Our clients often have intricate balance sheets, multiple entities, and long-term objectives that extend beyond their own lifetime. They come to us not for products, but for guidance.
Our services focus on personalized investment management, comprehensive wealth preservation, and integrated financial strategies. We coordinate investment decisions with estate planning, governance structures, and broader family goals. This holistic approach allows us to address complexity while keeping the focus on what matters most to our clients.
Our Investment and Planning Philosophy
At Birchwood Financial Group, we emphasize disciplined capital allocation, risk management, and long-term alignment. Markets will always change, but sound judgment and a clear framework endure. We believe wealth management is not about chasing trends, but about designing structures that can adapt over time.
Operating under a fiduciary standard of care, we place transparency and responsibility at the center of every relationship. Our role is to provide informed oversight and steady guidance, particularly in environments where complexity and longevity matter. We strive to simplify decision-making without oversimplifying the realities our clients face.
Partners
Walter Jezak
CFP®, MBA
Walter Jezak, CFP®, MBA, is the Managing Partner and Founder of Birchwood Financial Group, a private wealth management firm dedicated to delivering strategic financial planning and disciplined investment management for high-net-worth individuals and families.
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As Walter approaches 4 decades in the financial services industry, Walter continues to build a career centered on trusted advice, long-term relationships, and thoughtful wealth stewardship. He originally developed his practice serving mass affluent clients, providing foundational planning and investment guidance designed to help individuals and families build financial confidence and security.
As client needs evolved and financial complexity increased, Walter expanded the firm’s vision and capabilities. Today, Birchwood Financial Group specializes in family office–style wealth planning, offering sophisticated strategies in areas such as estate planning, legacy structuring, and multi-generational wealth management.
The firm’s investment philosophy reflects Walter’s commitment to value-oriented asset management, emphasizing disciplined portfolio construction, fundamental analysis, and long-term risk-aware decision-making.
As Managing Partner, Walter continues to lead Birchwood Financial Group’s strategic direction while remaining closely involved with clients, helping them navigate complexity and build enduring financial legacies.
Brian DeSoye
Financial Planner
Brian DeSoye is a Partner and Financial Planner at Birchwood Financial Group with over 25 years of experience in the financial services industry. He has dedicated his career to helping individuals, families, and business owners turn their financial goals into clear, actionable strategies.
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Brian’s approach combines disciplined planning, thoughtful investment management, and personalized guidance designed to adapt as life evolves. Throughout his career, Brian has worked closely with clients at every stage of life, from building wealth and managing risk to preparing for retirement and creating lasting legacies. He believes financial planning is not just about numbers; it’s about understanding what truly matters to each client and designing strategies that align with their values, priorities, and long-term vision. Brian’s practice is built on three core principles: clarity, discipline, and partnership. He takes pride in simplifying complex financial concepts, empowering clients to make informed decisions with confidence. By maintaining a long-term perspective and proactively adjusting strategies as markets and life circumstances change, Brian helps clients stay focused on what matters most and reach their goals. Over the past two and a half decades, Brian has guided clients through multiple market cycles, economic shifts, and life transitions. These experiences have reinforced the importance of steady leadership, thoughtful risk management, and consistent communication.
Above all, Brian is committed to building lasting relationships based on trust, transparency, and results. Helping clients build financial security is not just his profession; it is his purpose. Brian currently resides in Exeter, NH, with his wife Caitlin and their three children. He spends time away from the practice enjoying the outdoors with his family, particularly in the mountains of Western Maine.
Justin Pelletier
Director of Investments and Strategic Planning
Justin Pelletier is a Partner and Director of Investments and Strategic Planning at Birchwood Financial Group. He works with families who have intricate financial lives on the design, implementation, and oversight of long-term investment and planning structures.
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His focus is on disciplined capital allocation, risk management, and continuity of wealth across generations. Justin brings more than two decades of experience counseling clients with complex balance sheets, multiple entities, and multigenerational considerations. He serves as a coordinating advisor, aligning investment strategy with estate planning, governance frameworks, and broader family objectives.
Justin approaches his work with a strong emphasis on judgment, discretion, and alignment. His role is to provide clear oversight and informed decision-making in environments where complexity and longevity matter.
He lives in Hampstead, New Hampshire, with his wife and two daughters. Outside of work, Justin enjoys skiing, cycling, and time with his family. He is actively involved in community initiatives supporting individuals with special needs and veterans transitioning to civilian life.
A Client-Centered Approach
Every relationship begins with listening. We take time to understand your goals, concerns, and long-term vision before crafting solutions.
We are committed to remaining flexible, proactive, and deeply aligned with the families we serve. We believe trust is built through consistency, discretion, and follow-through over time.
Frequently Asked Questions
We are based in the Northeast, with strong ties to Hampstead, NH, and serve clients nationwide.
We work with families and individuals who have complex financial lives and long-term, multi-generational goals.
Yes. We operate with a fiduciary responsibility, placing our clients’ interests first.
No. While rooted in New Hampshire, we work with clients across the United States.
Our focus on judgment, discretion, and integrated long-term planning distinguishes our approach.
Guiding Wealth With Purpose and Perspective
At Birchwood Financial Group, we believe enduring wealth is built through thoughtful advice made over time. From our base in Hampstead, NH, we provide quiet guidance designed to support families through changing markets, life transitions, and generational planning. Our role is not to chase headlines, but to offer steady guidance rooted in experience, alignment, and trust. Whether you are focused on growing income, preserving assets, or transferring wealth with intention, we are committed to helping you move forward with clarity and confidence. Through disciplined strategy and personal relationships, we aim to create an impact that lasts well beyond today.