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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 ways to make next year’s “Cheer Up the Lonely Day” obsolete
Posted on July 11, 2024 in General, Recent NewsWe live in a world of almost constant communication, yet we face an epidemic of loneliness. This dichotomy of an ever-increasing means of connection and decreasing feeling of community has led to multi-generational isolation. Last year, the American Medical Association identified loneliness as a public health issue. In… | Read More »
The best advice our fathers gave us
We’re big advocates for (and providers of) formal financial education. Classes, books, blogs, and podcasts all offer great opportunities to learn about how to make, save, grow and spend your money. We don’t think anyone should ever stop learning. We also know that we learn some of the most important lessons before we e… | Read More »
Happy #MakingLifeBeautiful day!
Posted on June 11, 2024 in Recent NewsI don’t think you have to look far to see people Making Life Beautiful every day. There’s the crossing guard who shows up promptly every sometimes sunny, often windy, occasionally downright grisly day to guide little people across busy streets. They are an oasis of calm in their frenzied world. Reliability makes life b… | 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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