A legacy of enduring partnership
Always in Your Best Interest
At the heart of our firm are the long-term, multi-generational relationships we’ve built. Many of the families we serve have trusted us for decades. They value our guidance and appreciate the relationship we’ve built together. We consider that trust both an honor and a responsibility.
Direct access to Decision-Makers
Independent, Principled Advice
Our in-house investment team provides something we believe truly matters: direct access to the people managing your accounts. We don’t just make sound investment decisions — we take the time to explain them clearly in client meetings, through our weekly market commentary, and during the live quarterly investment updates we host.
Every piece working together
A Disciplined, Unbiased Perspective
Our guidance extends beyond investments to retirement planning, tax awareness, risk management, and legacy considerations — ensuring every piece of your financial life works together.
As independent fiduciary advisors, we sit on the same side of the table as our clients. Our advice is thoughtful, objective, and aligned with your best interests.
An educational opportunity
Financial Wellness for Widows and Widowers
Losing a spouse can bring overwhelming emotional and financial decisions. You don’t have to navigate them alone.
Join Winch Financial, McCarty Law and University of Wisconsin–Green Bay Continuing Education for Financial Wellness for Widows and Widowers — a three-part educational class designed to provide practical information and guidance for those preparing for or navigating the loss of a spouse.
Date: Tuesdays, October 13, 20 & 27, 2026
Time: 6:00–7:00 p.m.
Event type: Live, Virtual
Offered through: UW-Green Bay Continuing Education
Cost: $59
Topics will include
- Navigating the financial and administrative paperwork after a spouse’s passing
- Understanding how taxes may be affected
- Social Security and pension considerations
- Wills, trusts and navigating probate
- Important financial decisions to consider during a difficult transition
- Practical steps to help you move forward with greater confidence
This is a purely educational course presented by Winch Financial Advisors Sam Winch, Matt Weyers and Christian Peterson, and Attorney Sara Micheletti from McCarty Law Firm. No financial products will be sold during the course.
Whether you are recently widowed, have been widowed for some time, or want to prepare for the future, this class can help you better understand the financial decisions ahead.
Reliability in every season
Guidance You Can Trust
We are here through every season of life — steady in uncertain markets, present during life’s transitions, and committed to serving the families who place their trust in us for the long term.