Helping Secure Your Financial Future

Timothy Winterhalter, President, provides customized, goal-based planning and guidance for high-net-worth individuals, corporate executives, business owners and their families, as well as non-profit organizations.

Timothy offers specialized experience in developing comprehensive, results-focused investment plans designed to enable clients to efficiently pursue long-term financial success through every stage of life.

He is dedicated to helping you build, manage, preserve, and transition your wealth through prudent, objective and independent investment strategies.

Everything his team does – from providing sound, personalized investment advice to delivering customized business solutions – is designed to give you the freedom and confidence to focus on the things you enjoy most in life.

Comprehensive Wealth Management Solutions

  • Investment management
  • Risk management, insurance, and asset protection services
  • Access to lending services through Wells Fargo affiliates
  • Trust, estate investment planning, and fiduciary services

Our Vision

To be our clients' trusted advisor.

Our Mission

To help individuals, families and organizations build, manage, protect and transition their wealth.

Our Values

  • Integrity
  • Straightforwardness
  • Diligence
  • Accountability
  • Confidence

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, MA, MD, MI, MN, MS, NC, NH, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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