A complete list of active advisors currently associated with Winning Points Advisors, L.L.C.
Warmer can help you find a great advisor at Winning Points Advisors, L.L.C. or one who fits your needs even better.
Winning Points Advisors provides investment advisory services to a range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and investment companies. Its services include portfolio and asset management, financial planning, and recommending or selecting third‑party money managers. The firm offers both discretionary and non‑discretionary portfolio management and uses a mix of fundamental and technical (charting) analysis, long‑ and short‑term purchase strategies, and option‑writing techniques, including a proprietary, rules‑based covered‑call program intended to generate income. Financial planning is delivered with a macro‑economic, graphical approach that integrates multiple areas of a client’s finances to identify inefficiencies and guide recommendations. Noteworthy attributes that distinguish the firm from many peers are its role as investment adviser to four WP mutual funds (WP Large Cap Income Plus Fund; WP Smaller Companies Income Plus Fund; WP International Companies Income Plus Fund; and WP Income Plus Fund) and the practice of excluding client holdings of those funds from assets used to calculate advisory fees; the brochure also notes those funds have historically shown higher administrative costs than peers. The firm discloses that some advisory personnel are licensed insurance agents who receive commission compensation for insurance sales, that the firm’s principal is involved in publishing books tied to the firm, and that the firm settled a legal proceeding related to its investment strategies.
To learn more about the advisors currently working at Winning Points Advisors, L.L.C., 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.
Name |
Location |
Years of experience |
|---|---|---|
Boca Raton, FL
| 36
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")