As genuine money managers, we offer a higher value, client-focused wealth management experience. Our investment team meets every day to monitor the markets and make appropriate allocation adjustments to our clients’ portfolios. Our clients can take advantage of a unique opportunity to sit across the table from the same analysts and investment managers who trade their accounts. Have a question about an investment? Pick up the phone and call or email one of our investment team members. They’re happy to speak with you because, at Winch Financial, we create dynamic portfolios based on sound research, managed risk and a sincere interest in each client.