About US
Winfort experience
Your unique situation and goals dictate the specific blend of expertise and capabilities you and your family need. As your life evolves, the kind of support you receive evolves, too, drawing on the huge range of specialized services at your disposal..
The people you work with combine professional excellence with a rare degree of warmth, sensitivity and commitment to your unique vision. You now have a team of friendly experts perpetually thinking about you, strategizing on your behalf and guiding you toward your goals.
Here is a general overview of how we work with you:
Your custom wealth plan
This is where it all starts. We lead you through a meticulous process to clarify your goals, vision and aspiration, identify your assets, define milestones and challenges, and build the master plan for your entire financial life. Education, estate and retirement planning, philanthropy, trusts, tax strategy, and more are all factored in.
World class investing
Your wealth plan creates the context for your investments. Our team is exceptionally savvy at developing and implementing your investment plan. We have access to opportunities outside the public markets and, for those who want it, we offer sophisticated impact investing solutions.
On-going execution and support
We take a tremendous amount of essential day-to-day execution off your plate. You get that time and energy back, to focus on what matters most to you. And you can rest easy knowing every detail of your financial plan and investments is in the hands of experts. We support your day to day, too, as your sounding board for decisions small or large, from buying a second home or car to contemplating a major career move or establishing a charitable foundation.