“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
OUR TEAM
Our team brings decades of experience and a forward-thinking approach to managing your wealth with care and expertise.
We focus on building trust and fostering long-term relationships, providing steady guidance through life’s transitions. From retirement planning to investment management and complex financial decisions, we’re here to support you at every step, helping you achieve not only financial security but also peace of mind for the future you envision.
Peter J. Winovich, III
President | CEO
Financial Planner
Jason Connell
Certified FInancial Planner
& Senior Investment Specialist
Jessica Schultz
Senior Financial Planning Associate