Buttonwood Wealth

Steven Pugliese is a CFP® with 16 years of industry experience. He is currently with Buttonwood Wealth, where he has worked since 2020, and he also manages an accounting firm, Pugliese & Company, LLC, in Winchester, VA. Prior to Buttonwood Wealth, he held roles at several firms including Warring & Company, Eaglestone Wealth Advisors, and Wealth Management Strategies Group. Buttonwood Wealth is a six-advisor registered investment adviser managing approximately $425 million for nearly 400 clients. The firm serves individuals, pension and profit-sharing plans, trusts, estates, and other entities, offering financial planning, portfolio management, and pension consulting with diversified asset-allocation models and both fundamental and technical analysis.

Lucy Zimmerman is a CFP® professional with 12 years of experience in the financial advisory industry. She is currently with Buttonwood Wealth, a team of six advisors, and has prior experience at LPL Financial, LLC and Wiseman Wealth, LLC. Zimmerman provides investment advisory services through Buttonwood Wealth and has been involved with related advisory activities since 2014. Buttonwood Wealth manages approximately $425 million for nearly 400 clients, including individuals, pension and profit-sharing plans, trusts, and estates. The firm employs diversified asset-allocation models, combining fundamental and technical analysis, and offers discretionary portfolio management alongside web-based management through the Betterment Institutional platform.

Jordan Braithwaite is a financial advisor with Buttonwood Wealth in Winchester, VA, holding a Series 65 designation and 10 years of industry experience. He has worked at Buttonwood Wealth since 2019 and is also involved with Wiseman Wealth, where he serves as an operations assistant focusing on portfolio management and client service. Buttonwood Wealth is a six-advisor registered investment adviser managing approximately $425 million for nearly 400 clients. The firm serves individuals, pension and profit-sharing plans, trusts, estates, and other entities, employing diversified asset-allocation models and both fundamental and technical analysis for portfolio management.

Jeffrey Hahn is a CFP® professional with 18 years of experience in the financial services industry. He has worked at Buttonwood Wealth since 2019 and previously was associated with Wiseman Wealth, LLC and LPL Financial. He is based in Winchester, VA, and is part of a six-advisor team at Buttonwood Wealth. Buttonwood Wealth is a registered investment adviser managing approximately $425 million for nearly 400 clients, including individuals, pension plans, trusts, and estates. The firm employs diversified asset-allocation models and combines fundamental and technical analysis to provide discretionary portfolio management, financial planning, and web-based investment options.

Kimberly Wines is a financial advisor at Buttonwood Wealth in Winchester, VA, with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research and Winchester Wealth Management. She has been with Buttonwood Wealth since 2020. Buttonwood Wealth is a six-advisor registered investment adviser managing approximately $425 million for about 399 clients. The firm serves individuals, pension and profit-sharing plans, trusts, and estates, offering financial planning, portfolio management, and pension consulting using diversified asset-allocation models and both fundamental and technical analysis.

Jeremy Nichols is a CFP® professional with 22 years of industry experience. He has worked at Buttonwood Wealth since 2020 and previously held roles at Cambridge Investment Research Advisors and INVEST Financial Corp. Nichols provides investment advisory services through Buttonwood Wealth, an independent registered investment advisory firm. Buttonwood Wealth is a six-advisor firm managing approximately $425 million for around 399 clients, including individuals, pension and profit-sharing plans, trusts, and estates. The firm employs diversified asset-allocation models and both fundamental and technical analysis, offering discretionary portfolio management, financial planning, and participant education for retirement plans.