Winterhalter Wealth Management
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About Us

We want you to be a confident investor so you can work toward your life goals and dreams. We will strive to empower you through customized, goal-oriented investment strategies. Long-term relationships are built on the trust we aim to earn through integrity, hard work and service.
Timothy Winterhalter

Timothy Winterhalter

    • President
    Timothy Winterhalter

    Timothy Winterhalter

      • President
      With over 25 years of experience in financial services, I am dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. My extensive experience through major shifts in the markets enables me to help my clients structure balanced portfolios to address their specific financial goals.

      I began my financial services career as a Financial Consultant with A.G. Edwards and Sons in 1997. A.G. Edwards is a predecessor firm of Wells Fargo Advisors (formerly Wachovia Securities). I have served western New York investors for 23 years of my 25-year career and look forward to helping them meet their financial goals for many years to come.

      I have earned a Bachelors Science degree in Economics from The State University of New York College at Buffalo.

      Away from the office, I also enjoy cycling, running, camping, hiking, skiing and traveling. My wife Wendy and I reside in Orchard Park N.Y. with our three children.

      Making sure your wealth continues to work in support of the goals you have established takes careful planning. Such planning is not a single event - it is a process. As your life circumstances change, so must the investment strategies I use to stay on course toward meeting your objectives. That is why I work with you, one on one, to design investment strategies targeted to your specific needs and goals.

      CA Insurance License Number: 0D37821. Resident State NY

      Contact

      • 716-539-4222

      Judy Stahl

        • Senior Administrative Associate

        Judy Stahl

          • Senior Administrative Associate

          Contact

          • 716-539-4221

          Melissa Camuto

            • Client Associate

            Melissa Camuto

              • Client Associate
              • 240 Redtail #14
                Orchard Park, NY 14127
              • 716.539.4220
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              • Home
              • About Us
                • Our Associates
                • Our Approach
                • Our Services
                • Our Process
              • Resources
                • Articles
                • Calculators
                • Newsletters
                • Tax Library
                • Videos
                • Glossary
              • Access Your Account
              • Contact Us

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