We’re proud to say that we’re Investment Advisor Representatives and that we’ve held ourselves to this credential’s standard of ethics since long before the term “Fiduciary” became an industry buzzword. Being a fiduciary, by industry definition, simply means that you are obligated to put the client’s interests ahead of your own.
Our compensation directly reflects this. We thoroughly analyze our client’s needs and work with them on either a fee or commission basis, whichever is more appropriate for their situation. Aligning our work with the goals of the client is always where we start.
Working as a team, our collaborative approach allows us to analyze our clients’ circumstances from all angles. Our individual strengths and experience combine to bring our clients a distinct advantage.
We are not tax professionals, attorneys, or trust officers. But as believers in synergy, we regularly partner with the best professionals we can find.
If you have someone you already work with, we treat them as a valued colleague. If you need some additional help, we’ll be glad to suggest a few options. Either way, we will happily coordinate with your other advisors as much as necessary.
At Winn Partners Financial Group, we believe that the best way to attain our own personal goals is to help others reach theirs. We know we have made the desired impact when a client’s financial situation provides them peace of mind.
We do our best to honor the wisdom of Leonardo da Vinci who said: “Simplicity is the ultimate sophistication”.