Winona Wealth

Winona Wealth is a wealth management firm in Warsaw, Indiana, serving individuals and families seeking personalized financial planning. The firm specializes in retirement planning, investment management, estate conservation, tax planning, and insurance solutions, offering customized strategies aligned with clients’ short- and long-term goals. With a focus on purpose-driven financial advice, Winona Wealth emphasizes a holistic approach to help clients build sustainable financial futures. The firm serves clients throughout Warsaw and surrounding areas, though its online presence reflects a moderate customer rating of 3.00 based on reviews.

The firm’s approach centers on a people-first philosophy, with a team that brings diverse professional backgrounds and life experience to financial planning. David Jones, the CEO and founder, holds a ChFC designation and has over 20 years of experience in financial services. Dr. David Robertson, a Warsaw native and financial advisor, holds a Ph.D. and specializes in financial planning with a focus on client education. Amy Sutter serves as a client relationship specialist, and Joshua Jones supports operations as an LPL Registered Administrative Associate. The team works collaboratively to provide comprehensive, individualized advice. Winona Wealth operates as part of LPL Financial, a nationally recognized firm supporting financial advisors across the United States, which provides access to a broad range of investment products and practice management tools.

Located at 929 East Center Street in Warsaw, the office sits just a short walk from McKinley Park and Ker Park, both within a quarter-mile radius. The firm is about a half-mile from Lakeview Middle School and less than a mile from the Lucerne Park Amphitheater, situated along East Center Street and North Detroit Street. Its location places it within easy reach of key community landmarks, including parks and schools, anchoring its presence in the heart of downtown Warsaw.

Winona Wealth is known for its client-focused service and commitment to transparency in financial planning. The firm’s emphasis on education, through articles on topics such as Social Security, ETFs, and estate strategies, reflects a dedication to empowering clients with practical knowledge. By combining personalized advice with a team-based model, the firm supports clients in navigating complex financial decisions with confidence. In Warsaw, Winona Wealth stands out as a locally rooted advisor dedicated to helping residents secure their financial futures.