Fixing a broken wealth management industry one happy client at a time
The Problem with Big Firms
The primary focus of large investment firms is generating fees. Proactive service doesn’t come into play for clients under $25M in investable assets, and essentials like estate and tax planning aren’t offered in house, meaning you’re left to piece together those solutions on your own.
The Problem with Boutique Firms
Smaller firms may provide better service, but they still lack in-house expertise in most financial arenas outside of managing investments. Their asset base typically isn’t sufficient to sustain the 7-figure payroll required to employ tax planners, estate attorneys, and real estate professionals.
The Problem with Virtual Family Offices
The concept of a virtual family office has become increasingly popular in recent years, but a lack of cohesiveness and steep billing by each tax, legal, and investment expert generally leads to disappointing results.
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.
