Creating custom income strategies is more than just a tagline for Lawson Winchester Wealth Management. It’s the way the firm does business.
“It’s our full motto about the way we do everything from financial planning to building portfolios,” said Bill Winchester, the firm’s co-founder, managing partner and branch manager. “Everything we do is completely customized.”
Most financial planning companies group all their clients into two or three different styles in order to manage as many as possible and do an “OK” job, he said. Lawson Winchester works to meet the needs of the individual and does so through getting to know that person and their hopes for the future by using a “Jerry McGuire” model, said Winchester.
“We are much more intentional to focus on the client,” he said. “We work our hardest based on the person’s goals, hopes and even their personalities.”
He and his partner did not start the firm to be average, but rather to deliver superior returns and build superior relationships, he added.