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Winch Financial

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Client Relationship Summary

You can visit www.Investor.gov/CRS to view our Form CRS or you can download it below.

 

Download Form CRS

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  • About Us
    • Our Team
    • Our History
    • Community Involvement
    • Financial Education Registration
    • IMPORTANT DISCLOSURE
    • ADV PART 2A BROCHURE
    • FORM CRS
    • PRIVACY POLICY
  • Wealth Management
    • Investment Management
  • Financial Services
    • Risk Management / Insurance
    • Tax Planning & Preparation
    • Retirement Planning
    • Estate Planning
    • Charitable Giving
    • Education Planning
    • Business Planning
  • Knowledge Hub
    • Market Commentary
Contact Us

424 E Wisconsin Avenue
Appleton, WI 54911
T 920.739.8577 | F 920.954.5499
info@winchfinancial.com

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© Winch Financial 2025. All rights reserved. For educational purposes only, and not directed toward the individual needs of any investor. Please consult a licensed financial professional before making any investment decisions.