Who We Are

Who We Are

For over 25 years we’ve helped our clients pursue their lifelong goals and seek transferrable wealth for generations to come.

On the surface we diversify, manage, and transfer the wealth of our clients. However, what we really do is help our clients live a rich and robust life.

Clients work with people first, firms second.
To our team, relationship management is vital. The Winchell Method is individualized. We balance the specific needs of our clients with experience and a people-first approach. Leading with qualities of trust, integrity and care. We consider our relationship with each of our clients sacred. Your finances define so many areas of your life and we understand that choosing the right financial advisor is one of the most important decisions you will make. Choose wisely. Choose Winchell Financial Group.

 

David Winchell

David Winchell

For 29 years David Winchell has been advising clients on their wealth and finances providing a sense of peace to all of whom he works with. To David, being an esteemed wealth manager is more than having the professional experience to manage, grow and transfer one’s wealth, it’s having the innate ability to thoughtfully guide every client throughout all stages of life.

LET US GUIDE YOU

LET US GUIDE YOU

Independent, Customized Wealth Management Advice & Service