Creating Value Beyond Wealth™
About Us
Buttonwood Capital Management is a leading private wealth management firm. For more than 25 years, we have served as trusted advisors to entrepreneurs, executives, and multi-generational families. We deliver customized investment management,
comprehensive financial planning, and strategic advice.
At Buttonwood, our purpose is simple: to create enduring value that extends beyond wealth.
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years of strategic investing
Our Approach
At Buttonwood, we believe successful investing requires a careful blend of knowledge and discipline. That is why our approach is grounded in universal investment principles and a clearly defined process. Every client portfolio reflects a thoughtful balance of long-term perspective, risk management, and opportunity.
We focus on three core pillars of investing, each guided by our insight to deliver the highest after-tax and risk-adjusted returns across a range of asset classes.
Equity
We take a disciplined approach, actively seeking opportunities across asset classes, sectors, and global markets while maintaining a balance between growth potential and prudent risk management.
Credit
Fixed income plays a critical role in preserving capital, generating income, and managing portfolio risk. We draw on a broad spectrum of credit opportunities across public and private markets.
Alternative Assets
Diversifying beyond traditional asset classes can provide meaningful advantages. Our alternative investment strategies aim to capture unique opportunities, enhance returns, and reduce overall portfolio volatility.
Our Capabilities
Strategic planning is a cornerstone of every successful wealth management approach. Our multidisciplinary team brings together expertise in investment management, tax planning, financial and estate planning, and philanthropic strategy.
Every client’s needs are unique. We focus on building long-term relationships rooted in trust and a deep understanding of each client’s goals, whether the objective is growing, protecting, or transferring wealth to the next generation.
As a trusted partner, we help clients navigate life’s most important financial decisions with clarity, confidence, and purpose.
Our Team
At Buttonwood, our greatest asset is our people. Our success is built on the strength of a team defined by talent, integrity, and unwavering dedication. Each of our professionals brings intellectual curiosity, entrepreneurial drive, and a shared pursuit of excellence to the work we do on behalf of our clients.
We are a collaborative team committed to delivering thoughtful insights, innovative solutions, and exceptional results. It is this collective expertise and commitment to our clients’ success that sets Buttonwood apart.
Andrew Sosnowitz
President & CIO
Sean Neel, CFP®
Senior Wealth Manager
Phillip Wiltfong, CFA
Portfolio Strategist
Hayley Veal, FPQP®
Operations Associate
Andrew Douse, CIMA®
BRADY LAWSON, FPQP®
PEYTON WAGNER
Justin Riethmann
