For nearly 40 years, Winch Financial has provided guidance through every season, with independent advice, innovative solutions and investment strategies that help our clients meet their retirement goals.

We focus on achieving financial security through all phases of life and, with a 97% client retention rate, we’ve guided our clients and their children through decades. Our active money management style centers on capital preservation, tactical asset allocation, diligent research and a proud recognition of the fiduciary standard. Our mutual fund reflects that style and has the unique ability to move to cash when market conditions call for it.

What drives us? The trust our clients have in us. We work hard every day to help our clients manage their dangers, opportunities and strengths in changing times.

Come see why we’ve been ranked nationally for the past 10 years and discover how at Winch Financial, we’re investing for all season of your life.

• Wealth Management
• Fidciary Standard
• Estate Planning
• Tax Planning

• Laura Biskupic
  Marketing Director
  Phone: (920) 739-8577
  Send an Email
• Sandy Shultz
  Operations Director
  Phone: (920) 739-8577
  Send an Email

We are conveniently located in North Appleton on East Wisconsin Avenue, near the corner of Drew Street. We are just a few blocks away from Meade Street and easily accessible from Hwy 41 and Ballard.