Sowing the Seeds

You are ready to build for your future. What are the best, most efficient ways to plan and grow your wealth so that you intentionally create better financial outcomes?

Reaping the Harvest

You are ready to enjoy life on your own terms. What are the best, most efficient ways to align your resources to create a reliable and sustainable income?
Made Simple
& Efficiency
& Investing
Previous slide
Next slide

Our Mission

Creating freedom to live your life without worrying about money.

Our Values


It’s an honor to be entrusted with a client’s biggest financial decisions.


We take responsibility for the advice we provide.


Every client is unique, and so are their solutions.


We have a service-first mindset.


Life should be fun for you and us.


To remove unwanted impurities, leaving only the best, most essential parts.

Creating Better
Financial Outcomes​

At Winnow Wealth, our mission is to remove all financial impurities, leaving only time-tested principles and strategies. With our knowledge and expertise in the field, we can help create a tailored plan for your needs. We work with you to understand your goals and values so that we can provide you with objective advice that is focused on your best interests.

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.



We are not bound by any particular solutions.



We are bound to always act in your best interest.



No hidden fees or commissions.



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.

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.

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.

A picture is worth a thousand words. Our Asset-Map tool allows you to see your financial picture on one sheet of paper.

Contact Winnow Wealth