Winiecki Wealth Management provides individuals and families with a level of financial expertise and personal service that makes us a valued – and trusted – partner.
As a Registered Investment Advisory firm, WWM has a fiduciary duty to always act in each client’s best interests. We are paid only by our clients. We are not agents of Wall Street firms, banks and insurance companies, so we have no incentive to offer you any specific product or anything less than the best solutions.
As an investment advisor, our goal is to provide unbiased investment options so our clients can confidently choose the investment balance that best fits their needs.
It is our role at WWM to fully understand our clients’ values, goals, and situations. We coordinate all the moving financial parts into a comprehensive, achievable plan.
WWM provides fiduciary 401k investment services for companies and service firms. Failing to hire a fiduciary investment advisor for the investment role can have negative consequences for the plan sponsor and the plan fiduciaries.
Non-Profit Board Advisory Services
WWM helps Non-Profits with fiduciary investment advice. Failing to hire a fiduciary investment advisor for the investment role can have negative consequences for the non-profit organization and its trustees.