A complete list of active advisors currently associated with Winiecki Wealth Management

Warmer can help you find a great advisor at Winiecki Wealth Management or one who fits your needs even better.

Winiecki Wealth Management serves individuals and families as well as business and retirement-plan clients, offering discretionary and non-discretionary investment advisory services, 401(k)/403(b) plan advisory, consulting, financial planning, and paid speaking engagements. The firm manages about $64 million in client assets across roughly 40 clients, and provides both ongoing portfolio management and limited-scope consulting or speaking engagements. WWM constructs portfolios primarily with ETFs, mutual funds, Treasury bills, CDs, and fixed income, using target asset allocations and fund screening criteria such as expense ratio, performance, volatility, and manager tenure. Portfolios are monitored regularly (with quarterly reviews and periodic rebalancing driven by risk, cost, and tax considerations) and WWM may provide independent strategy advice or tailored restrictions at a client’s request. Compared with many solo independent advisers, the firm regularly advises retirement plan sponsors and can serve as either an ERISA 3(21) or 3(38) fiduciary, and it holds a material amount of non-discretionary retirement-plan assets (about $22 million). The sole advisor’s prior background in accounting and law underpins a mix of plan consulting, speaking/educational services, and individualized wealth-planning work that distinguish the firm’s service set from many peers.

To learn more about the advisors currently working at Winiecki Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.