$5.9+ trn
UBS Group invested assets
As of 06/30/2024
The Winstel Kincheloe Group offers wealth management and planning advice that is customized and world class. Our clients are highly successful, creative people—innovators, entrepreneurs, business owners and industry leaders—and our mission is to free you to live your purpose.
We focus on helping individuals and families manage the many facets of their often complex financial lives. Drawing on our collective experience and the backing of a vast network of experts from around the world, we take the time to understand all you want to accomplish and then help craft a flexible plan aligned with where you are and where you want to go.
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.