Wealth Management

Picture more confidence and certainty when it comes to managing your wealth.

At WCM, we can serve you through:

  • Estate planning
  • Legacy planning
  • Proactive asset management
  • Customized investment strategy

The investment adviser team at Winebrenner Capital Management is experienced in working with clients whose financial goals include successfully managing their current wealth. We take a comprehensive approach to wealth preservation and management by utilizing several investment tools and strategies. Whether your long-term financial goals are to preserve your assets, maintain and actively manage wealth through retirement, fund an education, develop an estate plan, or create an enduring legacy for generations to come, we commit ourselves to helping you succeed.