Advisor at Wintrice Money Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Wintrice Money Advisors, LLC
Location
West Palm Beach, FL
Credentials
Series 63, Series 65
Industry experience
16 years
Godwin Okolie is the sole advisor at Wintrice Money Advisors, LLC in West Palm Beach, FL, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has operated as a sole proprietor since 2017 and has been with Wintrice Money Advisors since 2009. Okolie also maintains a separate insurance agency, which occupies less than one percent of his professional time. Wintrice Money Advisors is a small, fee-based independent firm serving individual clients with discretionary portfolio management and financial planning. The firm employs a structured approach combining fundamental, technical, and cyclical analysis, actively monitors portfolios including distressed investments, and operates with no minimum account size.
Based on Wintrice Money Advisors, LLC
Ongoing financial planning services at $750 per quarter paid in arrears; One-time financial planning fees billed at engagement with option to pay monthly over a year
Maximum annual fee of 2.00% of assets under management, billed quarterly in arrears
West Palm Beach, FL
Florida
Godwin Okolie, Sole Proprietor
2017 - Present (9 years)
Wintrice Money Advisors, LLC
2009 - Present (17 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Atlantis, FL
Aurelia Capital Advisors, Inc.
CFP®, Series 66
Juno Beach, FL
TAK Advisory
Series 63, Series 65
North Palm Beach, FL
Farrar Wealth Management, LLC
Series 65
Palm Beach Gardens, FL
Registered Investment Advisors, LLC
CFP®
West Palm Beach, FL
Investing Forever Advisory
My name is Trishul Patel, CFP®, MBA. I achieved financial independence before 40, and with my 100% virtual advisory business, I get up every day to help others do the same. To get where I am, I prioritized aggressive savings and identified the things that are truly important in my life. Beyond finance and investing, I am an entrepreneur and problem solver at heart. Creativity and curiosity have always been a part of me. At an early age, I began soldering analog circuits, building computers, and programming simple games. Academically, I also have a few degrees from Cornell University. I have been investing for over two decades. Over my professional career, I’ve designed large-scale financial applications for tier-one banks. I likewise managed an exotic options book for a private firm based out of Southeast Asia, generating over $750 million in revenue in three years. And I was a Portfolio Manager for a Hedge Fund, managing over $100 million in assets. Nothing inspires me more than discovering others who are following their dreams. I often feed off the energy of those around me and I enjoy healthy debate and intellectual discourse, especially when it comes to topics that I love and enjoy, such as investing. From my perspective, I simply possess an insatiable desire to learn, understand, and help others. These days, in addition to helping my clients accomplish their financial and investment goals, I also enjoy blogging, podcasting, biking, and hiking with my wife and daughter.
Series 63, Series 65
Palm Beach Gardens, FL
Retirement Income Strategies Inc.
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