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Winch Financial
Appleton, Wisconsin
5.0
5 Reviews
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 the...see more
Assets Under Mgmt
$333.93M
Investment Professionals
17
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Reviews for Winch Financial
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