Winona Wealth

Winona Wealth is a Wealth Management firm in Warsaw, IN, located at 929 E Center St. It holds a rating of 3.00 based on 0 reviews.

The firm employs a people-first approach to build customized financial plans focused on clients' short- and long-term goals. Services include investing, insurance, estate conservation, and wealth protection. The team is led by CEO and Founder David Jones, who holds ChFC, Series 7, 63, 24, and Life and Health Insurance licenses. Financial Advisor David Robertson, a Warsaw native and 1999 graduate, holds a Ph.D. and M.A.Ed., along with Series 7 and 66 registrations and Life and Health Insurance licenses. Amy Sutter serves as Client Relationship Specialist. Joshua Jones is an LPL Registered Administrative Associate with Series 7 and 66 registrations and Life and Health Insurance licenses.

The firm assists with retirement investing, distribution strategies, risk management, tax planning, 401(k) planning, 403(b) planning, college planning, estate planning, money purchasing planning, and profit sharing planning. Investment options include bonds, common stock, educational IRAs, traditional IRAs, Roth IRAs, SEP IRAs, Simple IRAs, brokerage accounts, Treasury bills, government securities, Treasury notes, and variable annuities. The practice is affiliated with LPL Financial, which provides custodying and advisory asset services.

Winona Wealth provides individualized financial planning and investment services to clients in Warsaw, IN.

Located on E Center St, the firm sits about a tenth of a mile from McKinley Park and Ker Park. It is also within a half mile of Lakeview Middle School and North Detroit Street.

BizScoreAI gives the business a Content score of 81 out of 100, which measures whether the website carries substantial, relevant content that search engines reward with better visibility. The firm also holds a Content Quality score of 75 out of 100, which measures whether the website answers the questions customers ask and describes its pages clearly for AI assistants to quote directly.