Winch Financial

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Winch Financial — overview

Assets Under Management

Type

Wealth Manager

Location

Appleton, WI, US

Alternative Asset Classes

PEVCREINFHFPDNR

About

Winch Financial is a US-based wealth manager firm. The firm provides investment advisory services to its clients on a discretionary basis. Its services include investment management, financial planning, risk management, tax planning & preparation, retirement planning, estate planning, charitable giving, business planning and portfolio management services to individuals, high-net-worth individuals, investment companies, pension, profit-sharing plans and Charitable organizations.

Winch Financial - known decision makers (3)

Contact NamePositionLocationEmailTelephoneAsset Class
PresidentAppleton, USNR
Founder & Chief Executive OfficerAppleton, USNR
Investment Analyst / Financial AdvisorAppleton, USNR

Showing 3 of 3 known decision makers Winch Financial

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