“At Winovich Wealth Partners, we believe that true financial success starts with a deep understanding of what matters most to you. Whether family, philanthropy, or personal aspirations drive you, we design tailored strategies that reflect your unique vision and life stages.”

Peter J. Winovich, III
President | CEO | Financial Advisor

At Winovich Wealth Partners, we believe financial planning should be about more than managing accounts. It should help you make confident decisions about your career, family, business, and future.

We take the time to understand where you are, where you want to go, and the decisions standing between the two. Then, we help create and implement a coordinated strategy designed around what matters most to you.

Our Team.

Peter J. Winovich III
President | CEO
Financial Advisor

Jessica Schultz
Senior Financial Planning Associate

Emerson Neto
Associate

Luke Halsey
Associate Financial Advisor

Lindsey Mahoney
Chief of Staff

Comprehensive Guidance for the Decisions That Matter Most.

From investment management and retirement planning to tax, insurance, estate, and business planning, we help coordinate the financial decisions that shape your future.

Schedule a Conversation