Why Weinkle Batson
At Weinkle Batson, we go above and beyond the “job responsibilities” of the traditional wealth manager, investment planner, or investment advisor. Our special level of customer care, cultivated carefully over the decades, means that we work closely and regularly with clients, and on their behalves, to holistically plan their portfolio to work their advantage. We also proactively advise on lifestyle needs in ways that blend the services most often seen inconcierge-level financial care Our team
works fluidly with other professional advisors in your life – your attorney, your CPA, your insurance broker, your real estate agent – to be an important voice in the decision-making process that guides a strong, stable and purposefully planned life ahead of you, your children, and the generations beyond them.
We routinely assist newcomers to our area in finding their feet, as you will, by making valuable introductions to those in the community that allow them to jumpstart making order out of what can seem like chaos, and building their new life here in a smoother, more joyous way.
At the end of the day, we are very serious professionals who have your quality of life as our number one objective throughout each day. We see your life beyond the spreadsheets, and for that reason, our clientele has given us the gift of many years of their loyalty, and referring their most trusted family, friends and colleagues to our care.