Our Approach

A Disciplined Approach to Investing

Timothy Winterhalter's, President, mission is to provide objective and timely financial advice and guidance with the highest level professional service. His team believes integrity and trust are critical to successful client relationships and is dedicated to maintaining those values while working together with you to develop a comprehensive wealth management plan.

Timothy has enjoyed building lasting relationships with his clients. Through a long-term investment approach, he will work together with you to develop flexible, fully customized tailored solutions to help meet your priorities throughout each of life’s major stages – accumulation, distribution and legacy.

Our multi-generational planning approach allows us to build relationships with your family to help them understand the challenges of investment planning and properly managing inherited wealth. You and your family get the clarity, confidence, and advice necessary to plan for the responsible stewardship of your family’s wealth over generations.