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Financial Guidance to Protect Your Nest Egg. Technology to Watch it Grow.

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Plan. Monitor. Grow

Forward Thinking

Based on your values and needs, we help you design your future. We work together with our clients, providing them with the necessary tools to succeed.

Modern Tools

We work together with our clients, providing them with easy-to-understand recommendations and helping you implement them every step of the way.

Clear Vision & Direction

We specialize in providing wealth advisory and investment services and tax advice for clients seeking financial freedom and security.

Integrated Wealth Management to Help Connect the Dots.

Your Financial Life is Complicated. We'll Get You Organized & Focused.

Scott Winters, CRPC® Photo

Scott Winters, CRPC®

President / CEO
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Scott Winters has had a successful multi-decade career in the financial services industry as a top financial advisor, manager and executive. Notable accomplishments are that he built a wealth management business from zero to over two billion in assets managed across over 20,0000 clients. He co-founded, built and sold one of the fastest growing wealth management businesses in America (according to Forbes). As a CEO he has managed and inspired hundreds of employees. Scott is a widely recognized speaker, author, entrepreneur, and leader. He has mentored, managed, or trained thousands of financial advisors and helped them achieve greater success. Scott has continuously rewritten the book on the use of technology and practice management disciplines to help achieve massive and sustainable business growth. He is an active board member and angel investor. Scott has a BA in Business Economics from San Diego State University. Scott holds the following licenses, series 7, 24, 63, 65 and CA life & Health. He is also a Chartered Retirement Planning Counselor, CRPC®

Scott is a lifelong Marin resident.  He lives in Tiburon with his wife, six kids, a cat and a dog.
Jennifer Winters Photo

Jennifer Winters

Director of Marketing
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ennifer Winters was previously a Co-Founder and Board Member of one of the fastest growing Turnkey Asset Management Platforms in America. She was instrumental in helping improve the advisor experience on all levels, including nine years as Chief Compliance Officer working with the SEC, FINRA, in addition to hundreds of BDs and RIAs.  She has over 20 years of experience in financial services compliance, operations, and technology.  She holds a BA degree from Lewis University.
Kaili Winters Photo

Kaili Winters

Director of Operations
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Kaili has multiple years of service in the financial industry in compliance, operations and administrations.  She has her Series 7, 24 and 66.

We succeed by providing excellent client service and expert advice to individuals, families, and businesses in many facets of financial and retirement planning. 

We honor our fiduciary duty above all, and practice full disclosure, due-diligence, and client communication.  We work with clients in every phase of their financial lives to reach a mutual agreement on every detail of the financial planning process.

Markets Fluctuate. 

We'll Help You Stay The Course.

Young Families

Plan for your children's future without sacrificing your own goals.


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Pre-Retirees

The last 8 years before retirement are integral. Our retirement checklist gets you there.


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Retirees

You've worked hard to get here. We'll make sure you can enjoy it with confidence.


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From the Blog

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Getting Started is Easy

While every conversation is different, you should expect to cover some general information and get a sense of what it’s like to collaborate with us.

To help prepare for this meeting, you should have a basic idea of your current financial picture and financial goals. How are things now? Do you have any concerns? What do you hope to accomplish in the next few years and longer term?