Winch. Investing for all seasons.

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. We take the time to analyze risk tolerance and financial goals. Based on that information, we create an investment portfolio just for you. 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.

Our Advantage

 Our stable of actively managed portfolios,  automatically seeks the strongest areas of the market. We concentrate on performance, diversification, low expenses and transparency.
 With more than 30 years in the industry, our insurance department offers independent analysis and advice concerning annuities, long term care, health and life insurance.
 Our new multi-strategy Mutual Fund combines several strategies and has the ability to move to an all-cash position when market conditions call for it.