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.
Investor Behavior Management