Helping Secure Your Financial Future

Timothy Winterhalter, President, provides customized, goal-based planning and guidance for high-net-worth individuals, corporate executives, business owners and their families, as well as non-profit organizations.

Timothy offers specialized experience in developing comprehensive, results-focused investment plans designed to enable clients to efficiently pursue long-term financial success through every stage of life.

He is dedicated to helping you build, manage, preserve, and transition your wealth through prudent, objective and independent investment strategies.

Everything his team does – from providing sound, personalized investment advice to delivering customized business solutions – is designed to give you the freedom and confidence to focus on the things you enjoy most in life.

Comprehensive Wealth Management Solutions

  • Investment management
  • Risk management, insurance, and asset protection services
  • Access to lending services through Wells Fargo affiliates
  • Trust, estate investment planning, and fiduciary services

Our Vision

To be our clients' trusted advisor.

Our Mission

To help individuals, families and organizations build, manage, protect and transition their wealth.

Our Values

  • Integrity
  • Straightforwardness
  • Diligence
  • Accountability
  • Confidence