Investor behavior and planning is the secret sauce.
Winship Wealth manages client’s portfolios with the overwhelming belief that with proper planning and asset allocation, it is NOT investments that lose people money, it is people that lose people money.
- Retirement Planning: Plan early and plan often
- Behavioral Management: Keeping you from making the big mistake
- Investment Consulting: Based on 80 years of academic research
- Relationship Management: On-demand planning and investor coaching