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Innovative, cloud-based solutions to help you reach your retirement goals.
Manage aggregated real-time accounts, including credit cards, bank accounts, investment accounts, annuities, 401(k)s and more. View transactions privately with our online budgeting tool, see your probability of retirement and stress test market scenarios with our innovative solutions.
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Comprehensive wealth management to achieve your life’s goals.
At Winch Financial, we're not just focused on investments, we're focused on you. We take the time to analyze risk tolerance and financial goals, and then we design a customized portfolio. Our active management style means we meet every day to monitor market activity and analyze client portfolios.
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Experience, innovation and independent advice all at a competitive cost.
Whether you’re newly married and worried about insurance, ready to set up an education account for a child, a grandchild or even yourself, or getting close to retirement and concerned about the tax consequences of your investment decisions, you’ll benefit from our broad range of services and dedicated staff.
Investing for All Seasons
Home Blog Listing
Five scams that target seniors
Due to their own diligence and good habits, senior citizens often find themselves targets of scams. Retired people generally have built up an attractive pool of financial resources through a lifetime of hard work. Those assets can attract nefarious people who haven’t been as responsible with their life choices. Additio… | Read More »
Accepting the Kindness in the Workplace Challenge
Posted on February 21, 2024 in General, Recent NewsIn honor of Random Acts of Kindness Month, our office has taken the Kindness in the Workplace Challenge. We are looking forward to formally incorporating the six concepts of kindness into our daily routine — respect, caring, inclusiveness, integrity, responsibility and courage. We anticipate a seamless transition as o… | Read More »
Things AI can not do
Posted on February 1, 2024 in GeneralThe use of artificial intelligence has exploded exponentially in recent years, and AI related companies including Microsoft (part owner of Open AI, the developer of ChatGPT) and NVIDIA have driven the stock market to record highs. AI can achieve some miraculous things. It allows users to unlock their phone with their… | Read More »
Seminars
We teach financial education classes at the University of Wisconsin - Oshkosh at Fox Cities and host free workshops periodically. If you'd like to attend a seminar, or host a financial workshop, please contact us.
To attend one of our spring class selections, which we are hosting both virtually and in person for your safety and convenience, please click on the link below:
Active Management to Achieve Clear Goals
We'll carefully consider your risk tolerance and determine life goals. Then we'll design a formal financial plan that will allow you to set priorities, determine a budget and achieve your goals.
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