Our Approach

A Disciplined Approach to Investing


Timothy Winterhalter's, President, mission is to provide objective and timely financial advice and guidance with the highest level professional service. His team believes integrity and trust are critical to successful client relationships and is dedicated to maintaining those values while working together with you to develop a comprehensive wealth management plan.

Timothy has enjoyed building lasting relationships with his clients. Through a long-term investment approach, he will work together with you to develop flexible, fully customized tailored solutions to help meet your priorities throughout each of life’s major stages – accumulation, distribution and legacy.

Our multi-generational planning approach allows us to build relationships with your family to help them understand the challenges of investment planning and properly managing inherited wealth. You and your family get the clarity, confidence, and advice necessary to plan for the responsible stewardship of your family’s wealth over generations.

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.

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