About Us
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Our Firm specializes in the design and implementation of customized financial strategies for people like you—successful individuals who value their time and require professional financial management to build and preserve their wealth. Our services include investment management, retirement planning, comprehensive tax, insurance, and estate planning, as well as education funding, generational wealth transfer and charitable planning advice. Recommendations are based solely on your specific needs, circumstances and goals. By taking responsibility for providing and/or supervising all aspects of your financial planning needs, we are able to provide you with cost effective, hassle-free personal financial planning and wealth management.Our Mission is to help you achieve your financial goals, provide you peace of mind and life-long security through strategic and objective planning, prudent management of your financial resources and a level of service that exceeds your expectations.
A Tradition of Excellence. For more than 30 years, the Winer family has been a highly respected member of the institutional investment community. Their family-owned firms, Andover Securities Corp., Moses Financial, Inc. and Redwood Trading, Inc. were three of the most prominent, successful specialist firms (market makers) on the Chicago and Pacific stock exchanges. Until its sale in 1998, Andover Securities Corp. was the largest specialist firm on the Chicago Stock Exchange.
Winer Wealth Management, Inc. is dedicated to upholding the tradition of excellence that the Winer family name has come to represent in the financial services industry. | |||
©2010 Winer Wealth Management, Inc. All rights reserved. |
