Winona Wealth
Run a free full auditContact Information
-
Address
929 E Center St
Warsaw, IN 46580 -
Phone
(574) 699-4999 -
Website
winonawealth.com
Location
About Winona Wealth
Winona Wealth is a Wealth Management firm in Warsaw, IN, located at 929 E Center St. It holds a rating of 3.00 based on 0 reviews.
The firm employs a people-first approach to build customized financial plans focused on clients' short- and long-term goals. Services include investing, insurance, estate conservation, and wealth protection. The team is led by CEO and Founder David Jones, who holds ChFC, Series 7, 63, 24, and Life and Health Insurance licenses. Financial Advisor David Robertson, a Warsaw native and 1999 graduate, holds a Ph.D. and M.A.Ed., along with Series 7 and 66 registrations and Life and Health Insurance licenses. Amy Sutter serves as Client Relationship Specialist. Joshua Jones is an LPL Registered Administrative Associate with Series 7 and 66 registrations and Life and Health Insurance licenses.
The firm assists with retirement investing, distribution strategies, risk management, tax planning, 401(k) planning, 403(b) planning, college planning, estate planning, money purchasing planning, and profit sharing planning. Investment options include bonds, common stock, educational IRAs, traditional IRAs, Roth IRAs, SEP IRAs, Simple IRAs, brokerage accounts, Treasury bills, government securities, Treasury notes, and variable annuities. The practice is affiliated with LPL Financial, which provides custodying and advisory asset services.
Winona Wealth provides individualized financial planning and investment services to clients in Warsaw, IN.
Located on E Center St, the firm sits about a tenth of a mile from McKinley Park and Ker Park. It is also within a half mile of Lakeview Middle School and North Detroit Street.
BizScoreAI gives the business a Content score of 81 out of 100, which measures whether the website carries substantial, relevant content that search engines reward with better visibility. The firm also holds a Content Quality score of 75 out of 100, which measures whether the website answers the questions customers ask and describes its pages clearly for AI assistants to quote directly.
Score Summary
BizScoreAI scanned the website winonawealth.com on June 24, 2026. Winona Wealth has a BizScore of 62 out of 100.
- AI Visibility52 out of 100
- SEO68 out of 100
- Google rating3.0 out of 5
AI visibility scan by category: AI Discovery 10 of 25 points, Structured Data 3 of 25 points, Content Readiness 26 of 30 points, AI Trust Signals 13 of 20 points.
Website audit sub-scores (out of 100): On-Page 64, Technical 64, Performance 62, Content 81.
Strengths: 7 checks passed. AI Crawler Access, AI Content Blocking, Rich Schema Types, Q&A Content, AI-Parseable Headings, About/Team Page, XML Sitemap.
Areas to improve: 6 checks. llms.txt (failed), FAQPage Schema (failed), Organization Schema (warning), Speakable Schema (warning), Meta Description (warning), Author Signals (warning).
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Browse: Businesses in Warsaw, IN · Wealth Management in Indiana · Businesses in Indiana
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Read by AI engines 5 times in the last 30 days.
Counted from AI crawler and assistant visits to this page, identified by user agent.
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