Disclosures

This website is intended to provide general information about Birch Point Wealth Management and itsservices. The information presented is not intended to constitute investment advice or a solicitation to provideinvestment advisory services in any jurisdiction in which such solicitation or offer would be unlawful.

Birch Point Wealth Management may only transact business in states where it is registered as an investmentadviser, or qualifies for an exemption or exclusion from such registration requirements. Follow-up orindividualized responses to consumers in a particular state by Birch Point Wealth Management that involveeither the effecting or attempting to effect transactions in securities, or the rendering of personalizedinvestment advice for compensation, will not be made absent compliance with state investment adviserregistration requirements, or an applicable exemption or exclusion.

The information on this website, including blog posts, podcast content, lead magnets, and any other materialsdistributed by Birch Point Wealth Management, is for general educational and informational purposes only. Itshould not be construed as personalized investment, tax, or legal advice. Individuals should consult with aqualified professional regarding their specific circumstances before making any financial decisions.

For information concerning the licensure status or disciplinary history of an investment adviser, a consumer should contact his or her state securities administrator. You may also research our firm and individual advisers through the SEC’s Investment Adviser Public Disclosure database at https://adviserinfo.sec.gov/

A copy of our Form ADV Part 2 — our disclosure brochure describing our services, fees, and business practices — is available upon request or at https://adviserinfo.sec.gov/. We encourage all prospective clients to review this document before engaging our services.

Past performance is not indicative of future results. All investments involve risk, including the potential loss ofprincipal. Any financial planning projections or illustrations presented by Birch Point Wealth Management arehypothetical in nature and do not guarantee any specific outcome.

This website may contain links to third-party websites. These links are provided for convenience only. BirchPoint Wealth Management does not endorse, control, or take responsibility for the content of any linked site.

The Work Optional Life™ podcast is produced by Birch Point Wealth Management for educational purposesonly. Nothing in any episode constitutes personalized investment advice or a solicitation to provide advisoryservices. Birch Point Wealth Management is only authorized to provide individualized investment advice toclients in states where it is properly licensed or exempt from licensing requirements.

Birch Point Wealth Management maintains or may maintain a presence on social media and video platformsincluding LinkedIn, YouTube, Facebook, Instagram, and TikTok. Content shared on our social media channelsis for general educational and informational purposes only. It does not constitute personalized investmentadvice and should not be relied upon as the basis for any investment decision.

Comments, direct messages, and other interactions on social media platforms do not establish an advisoryrelationship and are not treated as official client communications. Clients should use established contactchannels — email or phone — for all advisory matters.

Birch Point Wealth Management reserves the right to remove or hide comments that are off-topic,promotional, abusive, or otherwise inappropriate. The removal of a comment does not constitute anendorsement of its content prior to its removal.

Third-party content shared or referenced on our channels does not imply endorsement by Birch Point WealthManagement. Nothing shared on our social media channels should be construed as an offer or solicitation toprovide investment advisory services in any jurisdiction where we are not properly licensed or exempt fromlicensing requirements.

For information on how Birch Point Wealth Management collects, uses, and protects personal information,please review our Privacy Policy.