Prior our introductory conversation, we ask that you complete the questions below. These questions will help you identify goals and help us put together an accurate proposal for you. Plan on about 10 – 15 minutes to complete them. Once we receive these we will reach out with scheduling options.
Note: This is a secure form. Info is not publicly available. We do not ask for personal information such as date of birth, account details, etc.
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.
