About Winnow Wealth

Winnow Wealth is your trusted partner in streamlining the path to financial efficiency , with a specialization in ensuring you reach retirement and stay retired. Our personalized wealth management solutions are crafted to align precisely with your individual goals and aspirations. At Winnow Wealth, we emphasize transparency, efficiency, and simplicity, assuring you the highest level of service and guidance as you work towards a secure and prosperous retirement.

About Winnow Wealth

Winnow Wealth is your trusted partner in streamlining the path to financial efficiency, with a specialization in ensuring you reach retirement and stay retired. Our personalized wealth management solutions are crafted to align precisely with your individual goals and aspirations. At Winnow Wealth, we emphasize transparency, efficiency, and simplicity, assuring you the highest level of service and guidance as you work towards a secure and prosperous retirement.

Co-Founders

Chad Castle, RICP® and Jessica Burch, CFP®

Co-Founders

Chad Castle, RICP® and Jessica Burch, MBA

What You’ll Get During A

15-Minute Right FIT Call

In a 15-minute Right FIT Call, we focus on understanding your financial goals to ensure alignment with your unique aspirations. Our expertise lies in identifying inefficiencies, collaborating to pinpoint areas that may hinder your financial progress, and establishing efficient habits.

Afterwards, experience a simplified financial lens through our innovative Inventory Map, providing comprehensive visibility to all your accounts on a single page. This tool offers a holistic view, allowing for better organization and management of your financial landscape.

Before the Call

Reflect on your financial goals and gather relevant information. This ensures a focused conversation during your Right FIT call, where we will delve into your unique needs.

During the Call

Engage in a collaborative discussion about your financial journey. We will explore your goals for retirement, discuss your accounts, assess how much you've saved so far, and next steps.

After the Call

We will create your unique Inventory Map, providing clarity to your financial life on a single page. This will empower you to make informed decisions going forward, having a financial inventory at your fingertips.

Book Your Right FIT Call

Right FIT Specialist, Steven Fleuriet

Meet Steven, a dedicated candidate for CFP® certification. With a decade of experience in corporate risk and compliance, Steven is a valuable addition to our team, driven by a passion for financial efficiency. Steven recognizes the pivotal role that Right FIT calls play in transforming financial outlooks. Through these personalized consultations, Steven guides individuals to reflect on their unique goals, helping them envision a clear path to success.

Pick a time that works for you below:

Join us on your journey

towards a secure retirement!