Lake Bluff, IL Office
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Winslow Financial LLC
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Firm-wide stats for Winslow Financial LLC
About
The firm advises individuals, families, trusts, estates, charitable organizations, corporations and retirement plans. It provides investment management and both comprehensive and limited financial planning, and the brochure also notes tax preparation services are offered by a CPA on the team; the firm states it has no account minimum.
Investment advice is built around Modern Portfolio Theory and asset allocation, with a preference for diversified mutual funds and ETFs and selective use of individual stocks for higher‑risk clients. Winslow operates on a non‑discretionary basis—securing client permission before effecting trades—reviews accounts periodically (generally quarterly), and generally uses Fidelity as its primary custodian.
What is most distinctive is that the firm reports nearly all client assets are managed non‑discretionarily (the brochure lists non‑discretionary AUM on the books), a model that is uncommon among similar team firms. The advisory team also includes actuarial expertise and provides tax preparation services by a CPA (while not operating an affiliated accounting firm), combining investment, actuarial and tax capabilities that may set it apart from peers of comparable size.
Based on Winslow Financial LLC
Expertise
Based on Winslow Financial LLC
Location
11 N Skokie Hwy, Suite 306
Lake Bluff IL 60044
Advisors at this office
3
Advisors at this office
Jaana V
Series 65
Lake Bluff, IL
Winslow Financial LLC
Jaana Virta Gupta is a financial advisor at Winslow Financial LLC with a Series 65 designation and five years of professional experience, including roles at Redfin Corporation and self-employment. Her background spans various positions from 2015 to the present, involving work at multiple firms prior to joining Winslow Financial. Winslow Financial LLC advises individuals, families, trusts, estates, charitable organizations, corporations, and retirement plans, providing investment management and financial planning services. The firm employs a Modern Portfolio Theory approach, managing accounts on a non-discretionary basis with an emphasis on asset allocation and diversification.
Daniel W
Series 65
Lake Bluff, IL
Winslow Financial LLC
Daniel Winslow is a financial advisor at Winslow Financial LLC with 20 years of industry experience. He holds a Series 65 designation and is also a Certified Public Accountant, providing tax preparation services on a project basis for some clients. Winslow is licensed as an insurance agent in Florida and Illinois and may offer certain fixed insurance products. Winslow Financial LLC serves individuals, families, trusts, estates, charitable organizations, corporations, and retirement plans, offering investment management and financial planning. The firm’s approach emphasizes asset allocation and diversification consistent with Modern Portfolio Theory, managing accounts on a non-discretionary basis with a focus on low trading frequency and client-directed decisions.
Randolph H
Series 65
Lake Bluff, IL
Winslow Financial LLC
Randolph Herzfeld is a financial advisor at Winslow Financial LLC with 17 years of industry experience. He holds a Series 65 designation and is the principal and founder of ActualWise Consulting LLC, an actuarial consulting firm. His prior experience includes roles at PRM Consulting Group, Centene, and Optum. Winslow Financial LLC advises individuals, families, trusts, estates, charitable organizations, corporations, and retirement plans, providing investment management and financial planning services. The firm employs a Modern Portfolio Theory approach with a focus on asset allocation and diversification, managing accounts on a non-discretionary basis for approximately 170 clients.
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