Professional wealth management for everyone.
Your Journey to Financial Clarity
Getting started with Winford Wealth is simple and transparent. We are an SEC Registered Investment Advisor, legally bound to act as a financial fiduciary to our customers. Here's how we guide you towards achieving your financial goals.
Connect & Discover
Schedule a free, no-obligation chat with a dedicated advisor via our app or website. We'll discuss your goals and answer your initial financial questions. For a richer conversation, securely sync your accounts using Plaid – we never see your passwords.
Book Your Free ChatCraft Your Personalized Plan
After our initial chat, we'll gather any necessary follow-up details (like your latest tax return) to build a financial plan tailored to your unique situation—whether you're a high-earning professional or just starting out. We'll review this comprehensive plan together. Based on your chosen subscription tier, you can manage your plan DIY with our support, or have your advisor actively manage your investments (held with Charles Schwab).
Thrive with Ongoing Guidance
Your dedicated advisor remains your partner, ready for questions and proactively managing your accounts (if applicable). Expect regular updates, actionable tasks, and smart suggestions (like tax-saving tactics). Our cutting-edge tech empowers our human advisors to provide you with personalized, expert service at rates that finally make sense.
The Days of Dozens of Financial Apps Are Over.
Unlike competitors, Winford takes into account your full financial picture to provide a tailored investment, tax, and planning advice. View everything on an easy, consolidated platform.
Winford is all you need, and more.
Backed by
Your Security is Our Priority
We employ robust measures to ensure your financial data and assets are always protected.
Secure Asset Custody
Your assets are securely held with Charles Schwab, a leading and trusted custodian in the financial industry, ensuring robust protection for your investments.
Safe Account Linking with Plaid
We use Plaid, a best-in-class financial technology service, to securely link your external accounts. Companies like Venmo and Robinhood use Plaid to connect your financial accounts. Plaid handles your login credentials, meaning we never see or store your passwords. All data is fully encrypted.
Your Data Stays Yours
Unlike many financial services providers, we will never sell your personal or financial data. As an SEC Registered Investment Advisor, we are legally bound to act as a financial fiduciary to our customers. Our revenue comes solely from the transparent fees we charge for our expert advice and services.
What People Are Saying
Hear from individuals who have experienced the Winford Wealth difference.
“I've tried budgeting apps, robo-advisors, even a traditional financial planner — but none of it ever stuck. Winford is different. My advisor actually listens, and the app keeps me on track without overwhelming me. It feels like having a financially-savvy friend in my pocket.”
Kami*
Marketing Analyst
“Between taxes, investments, and our longer-term goal of owning a home, we were constantly second-guessing if I was doing it right. Winford made it all make sense and gave us opportunities to access new tools. We feel more confident, more organized, and like we have a plan that actually fits our life.”
Scott & Izzy*
Financial Services Professionals
“Winford helped me finally understand where my money is going, how to handle my equity comp, and how to make it work for me. They explain everything clearly, and I love that I can message my advisor anytime. It's like having a personal CFO without the six-figure salary.”
John*
Software Engineer