How does the advisor help clients – Key Takeaways:
As a leading financial firm, WINTER & ASSOCIATES, INC. has a team of experienced and knowledgeable advisors who are dedicated to helping clients achieve their financial goals. Here are some key takeaways on how their expertise can benefit clients:
- Provide personalized financial planning tailored to each client’s needs and goals
- Offer a wide range of financial services to meet the diverse needs of clients
- Continuously monitor and adjust strategies to ensure clients’ financial success
- Stay up-to-date on the latest market trends and changes in regulations to guide clients in making informed decisions
Facts and Insights
Founded in 2001, WINTER & ASSOCIATES, INC. has been providing exceptional financial services to clients for over two decades. With a team of over 50 advisors, they have a wealth of knowledge and experience to assist clients in achieving their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 50+ | 20+ years |
Financial Services Offered
WINTER & ASSOCIATES, INC. offers a comprehensive range of financial services to meet the diverse needs of clients, such as:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
Client Types
WINTER & ASSOCIATES, INC. caters to a wide range of clients, including high-net-worth individuals, families, and small businesses. They understand that each client has unique financial goals and tailor their services to meet their specific needs.
Fees & Compensation
WINTER & ASSOCIATES, INC. charges a fee-based compensation structure, where their fees are based on a percentage of the client’s assets under management. This aligns their interests with their clients and ensures that they are always working towards maximizing their clients’ investments.
Background
The founder and CEO of WINTER & ASSOCIATES, INC., John Winter, has over 25 years of experience in the financial industry. He holds multiple licenses and certifications, including CFP® (Certified Financial Planner) and ChFC® (Chartered Financial Consultant). He has also been recognized by Forbes as one of the top advisors in the country.
Financial Advisor Disclosures to Know
As a reputable financial firm, WINTER & ASSOCIATES, INC. takes their fiduciary duty seriously and always acts in their clients’ best interests. However, there are a few important disclosures clients should be aware of:
- WINTER & ASSOCIATES, INC. has no regulatory or legal actions or complaints against them
- They have no bankruptcy filings in the past ten years