WIN Private Wealth

Overview

WIN Private Wealth is an independent, owner-operated registered investment advisor organized as an LLC that focuses on individual and family clients. The firm’s advisory services center on financial planning, ongoing portfolio management for individuals and small businesses, and client education through seminars and workshops. Fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements, giving flexibility for one-off planning work or recurring discretionary relationships. Investment activity is concentrated in public-market pooled vehicles rather than direct single-stock portfolios or large-scale alternative allocations. The firm identifies itself as an active ESG investor, which suggests environmental, social and governance criteria are incorporated into manager and fund selection. WIN Private Wealth is not positioned as a capital allocator or a multi-state adviser and appears to operate as a small, locally focused advisory practice.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices