We Believe
In Understanding
And Strategy
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 Winovich III *
President | CEO | Financial Advisor
Luke Halsey
Michelle Jarosz
Associate Financial Advisor
Head of Operations
Emerson Neto
Lindsay Mahoney
Associate
Operations Coordinator
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. As fiduciaries, we act solely in your best interest, with transparent, fee-based advice and a commitment to serve—not sell.