Winship Wealth Partners

San Francisco, United States

5

2 reviews

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Description

Specialties

Winship Wealth Partners is a financial planning and investment firm.

We have four key components to our offering:

1. Financial Planning — We are big believers that the essential driver to all portfolios decisions is a client’s financial plan. We are so adament about this that all clients have to go through our planning process before we help them with their investments.

2. Behavioral Investment Management — The key determinant of an investor’s long term returns is their behavior. So we coach our clients through the common behavioral investment traps that can swallow portfolio returns.

3. Investment Consulting — We guide you in the development of a structured portfolio based in proven, academic-​based investing principles.

4. Relationship Management — We work closely with our clients to create the foundation for an enduring client/​advisor relationship based on trust, transparency and a team-​approach that encompasses multi-​disciplinary strategies to address all of your needs

History

Established in 2003.

Winship Wealth Partners was founded to fill a void in the marketplace for sound financial planning and investment advice.

Meet the Business Owner

Craig S.

Business Owner

Craig Slayen has been working in the investment industry since 1995. He is the producer of the BS in Barrons Report, a blog that expose the myths that make the financial press money but or not good for the average investor. He is also the author of Financial Strategies for Female Executives that is published by Charles Pinot.