Featured Member: Buttonwood Point
Featured member Buttonwood Point is a financial planning firm serving individuals and families in northern New Hampshire and beyond. Buttonwood Point is a private wealth management practice affiliated with Raymond James Financial Services, offering personalized financial guidance grounded in long term planning, education, and trusted relationships. The firm brings a boutique advisory experience to the North Country while drawing on the resources of a nationally recognized financial services organization.
Who They Are
Buttonwood Point is led by founder and financial advisor Julia Prisco. The firm was created with the belief that financial success is not only about selecting investments, but about building a thoughtful plan that evolves as life changes. Buttonwood Point works with clients across many stages of life, including families, corporate executives, pre-retirees, healthcare professionals, and retirees. The practice also places a strong focus on supporting women investors who want clarity, confidence, and a planning partner they can trust.
Rather than offering one size fits all solutions, Buttonwood Point is built around the idea that every client’s financial situation is unique. The firm prioritizes understanding each client’s goals, responsibilities, and concerns before making recommendations. This relationship based model helps ensure that financial strategies reflect real life priorities, not just short term market conditions.
What They Do
Buttonwood Point provides comprehensive financial planning and investment management services designed to support long term financial well being. Their work often includes retirement planning, education planning, investment strategy development, and longevity planning. Clients also receive guidance on cash management, tax aware strategies, and structuring financial decisions during major life transitions such as career changes, business growth, or retirement.
A key part of the firm’s philosophy is that planning comes first. Investments are viewed as tools that support broader life goals. By focusing on the full financial picture, Buttonwood Point helps clients move forward with greater confidence and clarity. This approach can be especially valuable during periods of economic uncertainty, when having a clear plan provides stability and direction.
Their Approach to Client Relationships
At Buttonwood Point, the client relationship is central to everything they do. The firm emphasizes ongoing communication and education so clients understand not only what decisions are being made, but why those decisions support their goals. This educational focus helps people feel more engaged in their financial lives and better prepared to make informed choices over time.
The team takes time to listen carefully to what matters most to each client. That might include planning for a comfortable retirement, supporting children or grandchildren through education, navigating complex compensation structures, or preparing for future healthcare needs. The result is a planning process that is collaborative, thoughtful, and responsive to change.
Community Connection and Local Impact
As a member of the Littleton Area Chamber of Commerce, Buttonwood Point is part of the local business community that supports the vitality of northern New Hampshire. The firm’s work helps local families, professionals, and business owners build financial stability and plan for the future. By offering access to professional financial planning close to home, Buttonwood Point contributes to the long term economic health of the region from its Main Street office.
Why Buttonwood Point Stands Out
What sets Buttonwood Point apart is its emphasis on thoughtful planning and long term relationships. The firm does not focus on short term market moves or quick transactions. Instead, it works with clients to develop strategies designed to adapt as life evolves. This steady, planning led approach helps clients stay focused on what they can control, even when markets feel unpredictable.
The firm also benefits from its affiliation with Raymond James Financial Services, which provides access to research, technology, and a broad range of investment resources. This combination of personalized service and institutional level support allows Buttonwood Point to deliver a high quality advisory experience while maintaining a local, relationship driven focus.
As Buttonwood Point continues to grow, the firm remains committed to serving clients with care, integrity, and clarity. Their mission is to help people move forward with confidence by aligning financial decisions with life goals. Whether someone is just beginning to think about long term planning or preparing for retirement, Buttonwood Point aims to be a steady partner throughout the journey.
