Winch Financial

Christina Winch is a CFP® with 27 years of industry experience, currently serving as an advisor at Winch Financial in Appleton, WI. She has been involved with Winch Advisory Services, LLC since 1998 and with Winch & Associates LLC since 1981. Winch Financial is a multi-advisor SEC-registered firm managing approximately $511 million for about 816 clients. The firm serves individual and high-net-worth clients by providing portfolio management, financial planning, consulting, and educational seminars, employing both fundamental and technical analysis with predominantly discretionary strategies tailored to client objectives.

Adam Winch is a Series 65 licensed financial advisor with 18 years of industry experience. He has been with Winch Advisory Services since 2002. Outside of his financial advisory role, he is also the owner of Adam Winch Music, a music business based in Appleton, WI, where he works as a musician. Winch Financial is an SEC-registered, multi-advisor firm managing approximately $511 million for around 816 clients. The firm serves individual and high-net-worth clients, offering portfolio management, financial planning, consulting, and public educational seminars, with investment strategies tailored to client objectives and risk tolerance.

Tanya Winch is a Series 65-licensed financial advisor with Winch Financial in Austin, TX, where she has worked since 2006. She has 10 years of industry experience. Outside of finance, she owns and performs as a musician through her business, Tanya Winch Music. Winch Financial is a multi-advisor firm managing approximately $511 million for around 816 clients. The firm serves individual and high-net-worth clients, offering portfolio management, financial planning, consulting, and educational seminars with an investment approach that incorporates both fundamental and technical analysis.

Christian Peterson is a Series 65-licensed advisor at Winch Financial in Appleton, WI, with 15 years of industry experience. He has been with Winch Advisory Services LLC since 2008. Winch Financial is a multi-advisor firm managing approximately $511 million for around 816 clients, serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, consulting, and educational seminars, employing both fundamental and technical analysis with a focus on individualized investment policies.

Matthew Weyers is a Series 65 licensed advisor with Winch Financial in Appleton, WI, where he has worked since 2012, totaling 14 years of industry experience. He also works as an independent insurance agent outside of his advisory role. Winch Financial is an SEC-registered, multi-advisor firm managing approximately $511 million for individual and high-net-worth clients. The firm offers portfolio management, financial planning, consulting, and educational seminars, using both fundamental and technical analysis to build individualized investment strategies.

Frederic Hubley is a Series 65-licensed financial advisor with Winch Financial in Appleton, WI, bringing 16 years of industry experience. He has worked at Winch Advisory Services LLC since 2009 and also serves as a cost accountant at Belmark, Inc., a flexographic printing company, where he applies cost accounting and pricing skills. Winch Financial is a multi-advisor firm managing approximately $511 million for around 816 clients, serving individual and high-net-worth clients with portfolio management, financial planning, consulting, and educational seminars. The firm emphasizes individualized investment policies and employs both fundamental and technical analysis with predominantly discretionary portfolio management.

Samuel Winch is a financial advisor with Winch Financial in Appleton, WI, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked at Winch Advisory Services LLC since 2011. Outside of finance, he owns and performs as a musician with The Lullabadeer. Winch Financial is a multi-advisor firm managing approximately $511 million for individual and high-net-worth clients, providing portfolio management, financial planning, consulting, and educational seminars. The firm uses both fundamental and technical analysis to build individualized investment policies and reviews portfolios at least quarterly.