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
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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
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.