Donella Winkler

I believe that every client’s financial journey is highly personal, which is why I’m committed to providing a customized experience. Guided by empathy, transparency, and a focus on comprehensive strategies, I work closely with each client to create a tailored wealth plan that aligns with their values and priorities. My goal is to address both immediate needs and long-term financial goals, ensuring that every decision supports their broader vision of the future.

Specializing in serving high-net-worth clients, I understand how to intentionally navigate the intricacies that come with affluence. Many of my clients are diligent savers and high earners who have managed their finances conservatively and are now seeking guidance to transform their wealth into their ideal retirement lifestyle. This often involves addressing complex, sensitive financial situations—such as legacy planning, wealth transfer strategies, business succession, or significant life transitions—and I handle each client’s financial matters with the utmost confidentiality and care. I also pride myself on taking a collaborative approach to planning, frequently coordinating with other professionals—including CPAs and estate attorneys—to help ensure a cohesive and holistic financial strategy.

Ultimately, I strive to be a trusted advisor, confidante, and advocate, equipping each of my clients with the knowledge and confidence to make informed, impactful financial decisions.

I am deeply passionate about helping my clients achieve their retirement goals while guiding and educating them through the various stages of life. What drives me is the ability to make a meaningful impact—empowering individuals and families to reach their financial aspirations and confidently navigate life’s challenges. The relationships I build with my clients are at the heart of my approach, and seeing the positive outcomes of our collaborative efforts is both fulfilling and rewarding.