How can we help?

Contact us today to discuss your financial goals.

Get Started

Investing for All Seasons

Home Blog Listing

  • Random Acts of Kindness 2019

    Sunday marks the 15th annual Random Acts of Kindness Day, one of the easiest holidays to celebrate. You only have to be kind in order to participate, and that’s as easy as breathing. When it comes to finances, we like to talk about the return on investments. With kindness, those measurements are extraordinarily favorab… | Read More »

  • Thanks for 20 years of intelligence, efficiency and smiles

    In the 20 years Beth Bauman has worked for Winch Financial, she has seen the company grow its client base, staff and level of technology dramatically, though her own job description has remained the same. “My main focus is to take care of our clients and make sure they have everything they need,” she said. “That has no… | Read More »

  • Time to check your financial and emotional resources

    After 2018’s roller coaster ride through the financial markets, the New Year presents an excellent opportunity to take stock of your retirement plan and maybe reallocate a resource or two. Portfolio managers commonly reallocate accounts by shifting investments based on both technical and fundamental indicators and reti… | Read More »

Your financial education starts here

Financial education class registration is now open for the following campuses


UW FOX Campus Let’s Talk Money Empowered Solutions for Your Retirement Wills & Trusts
UW Manitowoc Campus Let’s Talk Money
 

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.

Learn More