Winiecki Wealth Management

Overview

Winiecki Wealth Management is an independent, owner-operated registered investment adviser that serves individuals, families and some institutional clients. The firm’s advisory lineup centers on financial planning, discretionary portfolio management for individuals and small businesses, pension consulting services, and client education through publications and seminars. Fee arrangements are flexible — the firm charges a percentage of assets under management and also offers hourly and fixed-fee engagements, which supports both ongoing wealth management and project-based planning work. Investment activity is oriented toward pooled public funds as the primary implementation vehicle, with a pronounced tilt toward mutual funds. The firm is not an active ESG investor and is structured as a single-state operation. While the majority of assets sit in discretionary mandates, the firm also manages non-discretionary portfolios and uses third‑party alternative managers to access private placements and real estate when appropriate for client suitability.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices