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Our Primary Purpose

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur.

We want to keep you on track toward a meaningful and purpose-driven financial future.

Testimonials
Customers Experience
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Retired from The Permanente Medical Group

- Leila E, MD
“Jay is a terrific fellow to work with. He's knowledgeable and shares that knowledge in an understandable way. I worked with him as I transitioned from full time work to retiree status.. I was presented with options to maximize my 'retiree' streams of income, but never pressured and we built a great plan for myself and my 2 daughters. I appreciate his guidance and highly recommend him!”
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Virtual Treatment practice, Peter is Jay’s client

- Peter Yellin, CEO - MD (retired)
“Jay's retirement analysis service did a nice job of projecting out what my tax picture would look like, where I was headed was headed with income scenarios, taxes, fees and other expenses. It was an eye opener...there's a lot to it. I have a good chunk in my Profit Sharing and 401ks, and always wondered how that's gonna shake out with the government.”

VA MD, Ohio USA

- Edwin C
“I urge you to heed this message. Jay has helped me develop a tangible and structured plan. And you know I have now and will have increasing amounts of tax advantaged cash that is also very liquid. So when I see an opportunity I’ve got the means to get in, yes at lower levels than before, and stay within my framework Numbers don’t lie! ”

J and JM - North Carolina

- JM
“Jay I love that you listen so well and each time I express a concern you examine it and offer alternatives. That is true customer service, and plain old caring. Yes, let’s meet Tuesday. 6:30 ok??”
Dedicated Team
Our Team

At Our Firm, We Have The Client—And Only The Client—In Mind.

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President and Senior Planner
Jay Winestein
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Director
Roman Lejuene
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Events Coordinator
Lisa Lawson
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Office Manager
Trish Gallagher
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Schedule a free, no obligation 30 minute Zoom chat.

Let us help you keep more of what you’ve worked hard for – and protect your money. Schedule your 30 minute complementary phone chat so we can discuss the most efficient way to proceed.

Schedule Now!

Knowledge Is Power

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we’ll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards.

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office.

Get in Touch
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