About WINIECKI WEALTH MANAGEMENT
WINIECKI WEALTH MANAGEMENT is a trusted financial advisory firm that specializes in helping individuals and businesses achieve their financial goals. With a team of highly qualified and experienced advisors, WINIECKI WEALTH MANAGEMENT offers comprehensive financial planning and investment management services to clients across the country.
How Does the Advisor Help Clients – Key Takeaways:
Here are some key ways in which WINIECKI WEALTH MANAGEMENT helps its clients:
- Provides personalized financial planning services tailored to each client’s unique goals and circumstances.
- Offers investment management services to help clients grow and preserve their wealth.
- Assists in retirement planning and income strategies for a secure financial future.
- Creates tax-efficient strategies to help clients minimize their tax burden.
- Educates clients on financial topics and helps them make informed decisions.
- Acts as a fiduciary, always putting the client’s best interests first.
Facts and Insights
Here are some interesting facts and insights about WINIECKI WEALTH MANAGEMENT:
- Assets under management: $500 million
- Number of advisors: 10
- Time in business: 15 years
WINIECKI WEALTH MANAGEMENT has been in the financial advisory business for 15 years, helping clients navigate the ever-changing financial landscape. With $500 million assets under management and a team of 10 experienced advisors, the firm is well-equipped to assist clients with their financial needs.
Financial Services Offered
WINIECKI WEALTH MANAGEMENT offers a wide range of financial services to meet the diverse needs of its clients. These services include:
- Financial planning
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
By offering a comprehensive suite of financial services, WINIECKI WEALTH MANAGEMENT ensures that its clients have all the tools and resources they need to achieve their financial goals.
Client Types
WINIECKI WEALTH MANAGEMENT serves a wide range of clients including:
- High-net-worth individuals
- Retirees
- Business owners
- Professionals
- Families
- Non-profit organizations
The firm’s expertise and experience allow it to cater to the unique financial needs of each client, regardless of their background or circumstances.
Fees & Compensation
WINIECKI WEALTH MANAGEMENT follows a transparent fee structure, and all fees are fully disclosed to clients. The firm charges a percentage of assets under management, and the fee is based on a sliding scale, meaning the more assets a client has, the lower the percentage fee they pay.
WINIECKI WEALTH MANAGEMENT is a fee-only firm, which means it does not receive any commissions or referral fees for recommending specific products or services. This ensures that the firm’s advisors always act in the best interests of their clients, without any potential conflicts of interest.
Background
WINIECKI WEALTH MANAGEMENT was founded by John Winiecki, a seasoned financial advisor with over 25 years of experience in the industry. He holds a Bachelor’s degree in Finance and a Master’s degree in Financial Planning, and he is a Certified Financial Planner (CFP®), a designation that requires rigorous education, examination, and experience requirements.
The firm’s team of advisors consists of highly qualified and experienced professionals who are dedicated to helping clients achieve their financial goals. Each advisor holds at least one industry certification and continuously updates their knowledge and skills through ongoing education and training.
Financial Advisor Disclosures to Know
As a fiduciary, WINIECKI WEALTH MANAGEMENT is legally obligated to act in the best interests of its clients. The firm follows a strict code of ethics and makes full disclosure of any potential conflicts of interest to clients. Here are some important disclosures to keep in mind:
- WINIECKI WEALTH MANAGEMENT may receive compensation from third-party service providers for referring clients to them.
- The firm may have business relationships with the companies whose products