WINSHIP
WEALTH
PARTNERS


FINANCIAL ADVISORS BASED IN SAN FRANCISCO


INVESTING IS ABOUT YOU

San Francisco Financial Advisors

With more than 18 years of experience, Winship Wealth Partners is a full service financial planning and investment management firm focused on working with investors in the San Francisco Bay Area. We believe investor behavior and planning is The Secret Sauce. We manage client's portfolios with the overwhelming belief that with proper planning and asset allocation, it is not investments that lose people money, it is people that lose people money.

> Financial Planning

> Investment Consulting

> Investor Behavior Management

> Relationship Management

We are a boutique firm: we know our families extremeley well. the only way to do this is by keeping the number of families we work with under 50.

01

02

Clients don’t pay us for their asset allocation or for choosing and monitoring their investments. We give that for free.

We love giving advice. We want to be your first phone call to brainstorm on any decision affecting your financial affairs.

03

04

We promise honest answers even when you won’t want to hear them.

01

We are a boutique firm: we know our families extremeley well. the only way to do this is by keeping the number of families we work with under 50.

02

Clients don’t pay us for their asset allocation or for choosing and monitoring their investments. We give that for free.

03

We love giving advice. We want to be your first phone call to brainstorm on any decision affecting your financial affairs.

04

We promise honest answers even when you won’t want to hear them.

Questions? Call us.

We're here to help. Call us and speak with a San Francisco Financial Advisor who will answer any questions you might have.

 

Don't hesitate to take a deep look at our magazine to find more informations: Winship Wealth Partners Magazine

SAN FRANCISCO

442 Post Street, 2nd Floor
San Francisco, CA 94102
+1 (415) 450-9600

MARIN COUNTY

80 E. Sir Francis Drake Blvd.,
Suite 4A Larkspur, CA 94939
+1 (415) 927-8016

Interested?

send

CRAIG
SLAYEN

Principal

415.450.9600 Ext. 1

cslayen@winshipwealth.com

MELISSA
SLAYEN

Principal

415.450.9600 Ext. 2

mslayen@winshipwealth.com

JACQUE
LEFORE

Financial Planner

415.450.9600 Ext. 3

jlefore@winshipwealth.com

JOANNE
SANTA

Client Services

415.450.9600 Ext. 4

jsanta@winshipwealth.com

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