Winthco Wealth Management – CPA Simi Valley

Winthco Wealth Management - CPA Simi Valley is a financial planner in Simi Valley, CA. The firm provides specialized services including retirement planning, 401k rollovers, defined benefit plans, and 1031 Delaware Statutory Trust (DST) exchanges. They also offer expertise in mutual funds, life insurance, annuities, and comprehensive tax preparation services for individuals and small businesses. The firm holds a 5.00 rating.

The firm is comprised of a professional team including licensed financial advisors, CPAs, and an estate attorney. Their approach focuses on tax-intelligent planning, ensuring that investment decisions are aligned with a client's tax situation to help minimize liabilities and maximize wealth. The team provides expertise in market trends, investment strategies, and estate planning, with a particular specialization in helping clients navigate the complexities of 1031 DST investments to defer capital gains taxes. The firm continues the legacy of its founder, Niels Winther, CPA, CFS, who served as a tax and financial expert for 25 years.

Located on Tapo St, the office is situated near the Tapo Bridge at Arroyo Simi and is a short drive from Eternity Bible College and Callahan Field.

The firm is known for providing integrity-driven guidance and building long-term relationships through personalized, expert advice. With a team of highly qualified professionals, including Enrolled Agents and investment advisor representatives, they are recognized for their ability to help clients grow, protect, and transfer wealth effectively.

Winthco Wealth Management - CPA Simi Valley provides dedicated, tax-efficient wealth management and accounting services to the Simi Valley community.