Client Resources

Investment Models

Aggressive Buffer

Defensive Buffer

Dividend Focus

Growth Focus

Income Focus

Altruist How-To Videos

When accessing Altruist via Computer or Tablet

How to Open your New Altruist Account

Linking a Bank Account and Funding your New Altruist Account

Designating and Changing Beneficiaries on Your Account

Updating your Email Address and Other Contact Details

Reviewing Account Balances, Holdings and Activity

Accessing Statements, Confirmations, and Tax Documents

Winnow Partner Links

(254) 776-8400

200 W State Hwy 6, Suite 330

Waco, TX 76712

Monday - Friday 9AM - 5PM

Copyright © 2024 Winnow Wealth, LLC

Winnow Wealth, LLC (“Winnow Wealth”) is a Registered Investment Advisor (“RIA”), located in the State of Texas. Winnow Wealth provides investment advisory and related services for clients nationally. Winnow Wealth will maintain all applicable registration and licenses as required by the various states in which Winnow Wealth conducts business, as applicable. Winnow Wealth renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Investment advisory services also offered through Brookstone Wealth Advisors (BWA), a registered investment advisor. Winnow Wealth & BWA are independent of each other.