Sowing the Seeds
Reaping the Harvest
Our Mission
Creating freedom to live your life without worrying about money.
Our Values
Privilege
Ownership
Different
Relationships
Enjoy
Winnow
To remove unwanted impurities, leaving only the best, most essential parts.
Creating Better
Financial Outcomes
Why Choose Winnow
At Winnow Wealth, we want to aid you in the process of winnowing your wealth. We value efficiency and transparency in our business and want to work alongside you in organizing your wealth to be the most beneficial for you. Our goals are to not only help you in planning your future but feeling confident in your understanding of where your money is going.
Independent
We are not bound by any particular solutions.
Fiduciary
We are bound to always act in your best interest.
Commission-Free
No hidden fees or commissions.
RICP
The standard of excellence designation for clients seeking a retirement income specialist.
The Winnow Wealth Experience
Stress Relief
Money often creates unnecessary stress. Our time together will make your money journey more enjoyable and more stress-free.
Empowerment
You may not understand money very well. Our educational approach will guide you to become more confident in your money decisions.
Time Efficiency
Only 24 hours exist each day. Our partnership will allow you to spend more time with the ones most important to you by offloading specific responsibilities to us.
Relationships
Households often split financial duties. Our “co-design” structure is meant to be inclusive, so all parties have a meaningful voice in the Sowing and Reaping process.
Live Your Values
We each have our own version of what is most important. Our process is “goal-based” to ensure that your highest values receive the most attention.
Organization
A picture is worth a thousand words. Our Asset-Map tool allows you to see your financial picture on one sheet of paper.
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