We are Winters Financial Group—founded with a people-first ideology. As an Independent Registered Advisory firm, our mission is to help grow and protect your wealth, but we couldn’t do so without first aligning with your personal financial goals and circumstances. Many firms claim to be ‘fiduciary’, yet seldom deliver on that promise… let alone provide a personalized approach to comprehensive and strategic financial planning. That’s where we come in.
Winters Financial Group advisors help you pinpoint your short-term and long-term goals, making recommendations along the way to fit your unique objectives. Let us guide you to financial freedom with knowledge, awareness, and confidence—no matter which way the market swings.
Winters Financial Group is a full-service financial advisory firm based in Westlake Village, CA. Our mission is to help clients grow and protect their wealth by providing comprehensive strategic planning combined with a personal approach.
Fiduciary in Ethos
We not only believe that transparency equates to trust, we moreover uphold what’s best for the client is best for us. Understanding of your current and future financial objectives is vital, which is why we make decisions—either prudently or aggressively—to match exactly what you wish to accomplish.
No one’s financial situation is cut and dry. Using a holistic approach, Winters Financial Group looks at the bigger picture—the intersection of traditional investment planning with estate planning, cash flow management, and insurance protection—based off your individual circumstances in order to develop a program that is personal, assuring, and, most importantly, effective.
Winters Financial Group has been advising and leading clients toward their financial goals for over 20 years—meaning every account is safeguarded with veteran experience. Yet, we thrive from on-the-pulse industry research and intelligence, keeping us ahead of the game year over year.
Boutique by Design
We cultivate personal relationships with clients that understand the value of sound financial planning. As a result, we don’t take on every client that comes our way. By being selective, choosing quality over quantity, we achieve the highest level of accessibility and communication to best serve our clients and their specific needs.