Winship Wealth Partners

Overview

Winship Wealth Partners is an independent registered investment advisor organized as a limited liability company and owned by an individual. The firm concentrates on serving individual and family clients and offers financial planning and portfolio management services for individuals and small businesses. Its client billing mixes percentage-of-assets-under-management fees with some fixed-fee arrangements. Winship does not position itself as a capital allocator or pension consultant, does not self-identify as an active ESG investor, and is not reported as a related adviser.

Assets & Accounts

Investments & Alternatives