Winch Financial, based in Appleton, WI, is a comprehensive financial services firm dedicated to helping clients achieve their financial goals. With a team of experienced professionals led by President Sam Winch and Founder/CEO Christina V. Winch, the firm offers a range of services including wealth management, investment management, risk management, insurance, tax planning, retirement planning, estate planning, and more.
Committed to building strong client relationships, Winch Financial emphasizes a spirit of camaraderie and professionalism throughout the firm. From financial advisors to client services specialists, each team member shares a singular focus on assisting clients in envisioning and realizing their financial aspirations.
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