Winship Wealth Partners

"Our mission is to ensure that the
second generation is as wealthy and as wise as the first. "

Intergenerational Family Wealth Advisors

San Francisco Financial Advisors

Winship Wealth is a boutique firm focused on "values based planning" and investing based on academic research. Winship's approach focuses on the notion that the primary determinant of a person achieving their financial goals is their own behavior, and that Winship's job is much more about managing their clients’ choices and actions than it is about managing their money. The firm focuses on working with individuals who have inherited money and those that are new to wealth.

Financial Planning

Investment Consulting

Investor Behavior Management

Relationship Management