Welcome. Winston Wealth Management, LLC is an independent financial services firm specializing in retirement and estate planning issues in Winston-Salem, N.C. Our mission is to help you reach your financial and life goals by applying prudent, time-tested principals of finance and old-fashioned common sense to your situation. We aim to take the burden and uncertainty of managing your finances off your shoulders and placing them onto ours so that you can focus on living your life and enjoying your hard-earned retirement.

We are different from most financial advisors

We are independent: As small business owners, we have the freedom to make recommendations based solely on their appropriateness for you without any corporate pressure to do otherwise.	We utilize investment strategies from academic research: We believe that the most objective investment research comes not from Wall Street with its numerous sources of conflict, but from the academic research of top business schools.	We work for you: We listen to your concerns, goals, and aspirations.  We build financial plans and strategies based on your unique situation.	We have world-class teammates: As members of the prestigious Integrated Financial Group (IFG) consortium, we have access to some of the brightest financial planning brains in the business. IFG is a consortium of independent financial professionals across the country who share their knowledge and experience. In aggregate, IFG professionals manage nearly $1 billion of assets for their clients.
We provide our clients with the benefits of timeless financial strategies delivered in a friendly environment.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of the following states: NC, CA, FL, GA, KY, OH, and SC.