Winch

424 E Wisconsin Avenue
Appleton, WI 54911
info@winchfinancial.com 800.640.8010
920.739.8577

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  • Here For You
  • A Rating from Lipper
  • Kingdom Advisors
  • Leave a Legacy
  • Fiduciary Standard: Acting in your best interest
  • Can you make it on what you've saved?
  • Steadfast Advice

Total wealth management dedicated to reaching your life goals

Founded by Christina Winch more than 30 years ago, Winch Financial maintains a 97% client retention rate. We focus on achieving financial security for our clients through all phases of their lives. Our active management style centers on capital preservation, tactical asset allocation, a commitment to research, and a proud recognition of the fiduciary standard.

With all of that, we still charge some of the lowest fees in the industry.

Come see why we’ve been ranked nationally for the past nine years and discover how at Winch Financial, we’re investing for all seasons of your life.

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Investing For All Seasons Blog

Tuesday, Apr 22, 2014 Laura Biskupic
With our obvious fondness for ginkgo trees here at Winch Financial, we are big fans of Earth Day. We support efforts to protect our planet and to...Read More
Wednesday, Apr 16, 2014 Tanya Winch
I have to keep my credit cards hidden.  I have very little impulse control when it comes to shoes.  I want those beautiful, new boots...Read More
Thursday, Apr 10, 2014 Matt Weyers
Insurance policies, like other components of a well-designed retirement plan, require diligence both prior to their purchase and after their...Read More

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