Buttonwood Wealth

Steven Pugliese is a CFP® professional with 15 years of industry experience, currently serving at Buttonwood Wealth since 2020. His prior roles include positions at Warring & Company, Eaglestone Wealth Advisors, Grossberg Company, CST Group, Wealth Management Strategies Group, and Abod & Associates. In addition to his advisory work, he is the managing member of Pugliese & Company, LLC, an accounting firm in Winchester, VA. 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, and estates, employing diversified asset-allocation models and both fundamental and technical analysis to guide portfolio management and financial planning.

Lucy Zimmerman is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Buttonwood Wealth in Winchester, VA. She previously worked at LPL Financial and has been involved with Wiseman Wealth, LLC, providing investment advisory services through that independent firm. Buttonwood Wealth is a six-advisor registered investment adviser managing approximately $425 million for nearly 400 clients, including individuals, pension plans, and trusts. The firm employs diversified asset-allocation models, combining fundamental and technical analysis, and offers discretionary portfolio management alongside web-based solutions and personalized financial planning.

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.