About us
Exceptional full service wealth management with you the client first.
Comprehensive advisory services can be fragmented and costly, especially if you want the full benefits of tax planning, estate planning, real estate, and investment expertise.
our services
What we’re doing about it
Lifetime Estate Planning
Most estate planning services are billed by the hour, and many families delay making important updates to their trusts until it’s too late.
As a client of JP Winther Financial, you and your family have unbilled access to our estate planning team, meaning you can call us with any questions about your estate plan at no charge.
Lifetime Tax Planning
Finding a proficient tax planning firm is often difficult and expensive, but if your net worth exceeds $1M, tax mitigation becomes an essential part of your overall wealth-building strategy.
With JP Winther Financial, you get unbilled access to a team of tax planning professionals who leverage a variety of legal strategies to reduce, defer, or eliminate tax bills for many of our clients.
Financial & Retirement Planning
Our highest aim is for you to experience the fulfillment of your professional, family, and philanthropic goals both now and in the future.
Show us the outcomes you’d like to achieve, and we’ll help you chart the course that gets you there as safely and efficiently as possible.
Alternative Investments
A diversified financial strategy may include alternative assets like real estate, private credit, and emerging technologies, but investment minimums can run into the millions.
Through our partnerships, you have an open door to many of these investments at significantly lower minimums, meaning you can invest alongside some of America’s wealthiest families.
