The Winstel Kincheloe Group - UBS Financial Services Inc.
Why pick this one
They offer customized wealth management services and have over 30 years of experience in the financial sector.
Best for
- high net-worth individuals
- successful entrepreneurs
- complex wealth management needs
Look elsewhere if
- budget-sensitive clients
- simple financial advice
Specialties
- wealth management
- estate planning
- divorce financial advice
Certifications
- UBS Financial Services
What makes them different
- Jennifer Winstel has over 30 years of experience in wealth management.
- They focus on innovators, entrepreneurs, and industry leaders.
- Offers customized wealth management and planning advice.
- Years in business
- 30
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 6100 Fairview Rd Ste 900, Charlotte, NC 28210
- Phone
- 7043628237
- Website
- https://advisors.ubs.com/winstelkincheloe/?utm_...
- molly@mollygrantham.com
Services
- financial planning
- investment management