Waco’s Finest Financial Planning

Who We Are

At Winnow Wealth, we are a team of dedicated professionals united by a passion for financial empowerment. With over 50 years of combined experience and a rich blend of expertise, we bring a dynamic and personalized approach to wealth management. Our mission is to guide individuals, families, and couples at every stage of life—whether you’re just beginning your financial journey, planning for retirement, or building a lasting legacy. At Winnow Wealth, we believe in making your financial goals achievable, one thoughtful decision at a time.

How We Operate

At the core of our philosophy is a steadfast commitment to simplicity, efficiency, and transparency, supporting our mission to foster meaningful, long-lasting relationships.

  • Simplicity: Streamlining financial processes for clarity and ease of understanding
  • Efficiency: Maximizing effective financial strategies to achieve optimal results, declutter accounts, and meet your goals
  • Transparency: Providing open and clear communication to build trust and empower informed decision-making

SCHEDULE YOUR COMPLIMENTARY REVIEW

At Winnow Wealth, we are not just financial advisors; we are partners in your financial success, dedicated to empowering you to achieve your dreams.

The Meaning of Winnow

The term “winnow” holds great significance at Winnow Wealth, embodying the essence of our financial philosophy.

To winnow is to separate the valuable from the extraneous, an ancient agricultural practice of separating grain from chaff. In the context of Winnow Wealth, this process directly aligns with our commitment to refining financial strategies, helping our clients sift through the complexities of their financial landscape to discern what truly matters. Much like separating the wheat from the chaff, we guide individuals in identifying and retaining the essential elements of their financial portfolio while eliminating unnecessary complexities.

By strategically winnowing through accounts and financial intricacies, we empower our clients to focus on what truly contributes to their financial well-being, ensuring a streamlined and purposeful approach to wealth management. At Winnow Wealth, we believe in the power of clarity and simplicity, helping you cultivate a financial future that is both meaningful and resilient.

Waco’s Finest Financial Planning

Meet The Team

Chad Castle, RICP®

With over two decades of experience guiding individuals toward their financial aspirations, Chad understands wealth is not just about money; it’s about dreams, goals, family, and legacy. His approach goes beyond numbers, focusing on dignity and self-reliance.

Jessica Burch, MBA, CFP®

CERTIFIED FINANCIAL PLANNER™

A CERTIFIED FINANCIAL PLANNER™️ professional and co-founder of Winnow Wealth, Jessica has built a reputation as a trusted advisor who is dedicated to empowering individuals – especially women – by helping them navigate their financial futures with confidence and grace. With a background in Tax Accounting, she specializes in providing holistic financial planning services that encompass retirement, investment, tax, and estate planning.

David Nuckols, CPA, RICP®

With David’s extensive accounting background, he has plans for a bright future with Winnow Wealth. He offers his experience to your financial planning to show you the best path forward. David is a firm believer in investing with intent.

Steven Fleuriet

Candidate for CFP® certification

Bringing a decade of expertise in corporate ethics and compliance, along with more than one year of experience in personal finance, Steven’s background and commitment enrich our team’s collective proficiency and technical capabilities.

Finances●Insights●Trust

Schedule Your Right FIT Call

In a 15-minute Right FIT Call, we focus on understanding your financial goals to ensure alignment with your unique aspirations.
We will explore your goals for retirement, discuss your accounts, assess how much you’ve saved so far, and next steps.