Winch Financial, a reputable investment advisory firm, operates out of Appleton, WI, serving a diverse clientele of over 710 individual clients. With a remarkable $333,928,000 in assets under management, they have established themselves as a trusted financial partner. With two offices strategically located in the area, Winch Financial offers personalized and comprehensive investment advisory services to individuals and employer 401Ks alike.
As pioneers in the financial industry, Winch Financial boasts extensive expertise in managing employer 401Ks and individual assets, making them well-equipped to navigate the intricacies of these markets. Their commitment to discretion is evident, as they manage 100% of their clients' assets on a discretionary basis.
The firm's compensation structure reflects their dedication to transparency and flexibility, offering a range of options such as a percentage of assets under management, hourly charges, and fixed fees. This ensures that clients can choose the arrangement that best suits their needs.
With a team of 19 dedicated professionals, including 17 investment advisors, Winch Financial delivers exceptional service to their valued clients. Each investment advisor, on average, manages an impressive portfolio worth approximately $19,640,000. Notably, the firm takes pride in its experienced advisors, with Samuel Winch, Christina Winch, and Frederic Hubley among the longest tenured and highly regarded members of their team.
Winch Financial's unwavering commitment to excellence, comprehensive range of services, and seasoned advisory team make them a top choice for individuals and businesses seeking reliable and personalized financial guidance in the Appleton, WI area.