John Winters Email & Phone Number

With over 39 years of experience across the Commercial Real Estate, Wealth Management and Family Wealth Advisory industries, I strive to provide one thing to each and every one of my clients: ‘A true and genuine Family Office type experience’. I believe strongly in creating an environment with family as the foundation and each member’s individual needs, wants and wishes converged into one cohesive unit. The ultimate end or goal of each of the Family’s I work with is to help achieve financial well-being across the generations. In order to realize this goal I pride myself on working closely with each one of my clients to develop a comprehensive plan and analysis of their financial situation.Example Topics Include:- Multi-generational Wealth Transfer- Business Valuation and Succession Planning- 10b5-1/Exchange Fund/Pre-paid Variable Forward Diversification Strategies - Liquidity Solutions- Efficient Portfolio Construction and Sustainability Investing- Income Tax Management and Estate Planning Strategies- Financial Planning and Retirement Income Analysis