Inclusive financial services
you can rely on.
With comprehensive service and no account minimums, we’re more than money managers. We’re life planners for all.
We are Winslow, Wood & Associates.
At Winslow, Wood & Associates, we provide more than financial advice.
We practice life planning, informed, and guided by our core beliefs:
Dynamic life planning is a process that involves understanding you and your needs.
With that knowledge, we can develop long-term solutions to help you meet your goals.
Healthy finances are just part of the picture. We deliver beyond the scope of financial services
so we can help you integrate every aspect of your life in service of your ultimate goals and values.
Everyone (and we mean everyone) can benefit. We treat our clients like family
and have no minimum account size, so everyone can fulfill their unique purpose.
Broad scope financial solutions for every part of your life.