Making money make sense for everyone.
Interested in full-service wealth management?Click here
Your Journey to Financial Clarity
We're not like other budgeting and investment apps. We are an SEC Registered Investment Advisor, legally bound to act as a financial fiduciary to our customers. Here's how we guide you towards achieving your financial goals.
Track & Plan
Connect your accounts and get instant visibility into your finances. Understand where your money is going, find hidden charges you're missing, and put yourself on a path to reach your financial goals.
Grow & Earn
Gain new insights into your investments, and unlock access to our AlphaCash savings account to let your cash grow intelligently.
Ask & Learn
Connect with a financial coach to get personalized advice on your financial situation, understand confusing financial topics, and learn how to make the most of your money.
The Days of Dozens of Financial Apps Are Over.
Unlike competitors, Winford takes into account your full financial picture to provide a tailored investment, tax, and planning advice. View everything on an easy, consolidated platform.
Winford is all you need, and more.
Backed by
Your Security is Our Priority
We employ robust measures to ensure your financial data and assets are always protected.
Secure Asset Custody
Your assets are securely held with Charles Schwab, a leading and trusted custodian in the financial industry, ensuring robust protection for your investments.
Safe Account Linking with Plaid
We use Plaid, a best-in-class financial technology service, to securely link your external accounts. Companies like Venmo and Robinhood use Plaid to connect your financial accounts. Plaid handles your login credentials, meaning we never see or store your passwords. All data is fully encrypted.
Your Data Stays Yours
Unlike many financial services providers, we will never sell your personal or financial data. As an SEC Registered Investment Advisor, we are legally bound to act as a financial fiduciary to our customers. Our revenue comes solely from the transparent fees we charge for our expert advice and services.
What People Are Saying
Hear how Winford Wealth has helped people launch their financial independence journey.
“I tried using those budgeting apps and even messed around with robo-advisors, but I always dropped them after a week. Winford feels different. My coach actually listens, and the app keeps me on track without stressing me out. It’s like having a money-smart friend in my pocket."
Kami*
“Between student loans, internships, and trying to save for the future, I was constantly second-guessing if I was doing things right. Winford broke it all down in a way that finally made sense. Now I feel way more confident and like I actually have a plan.”
Scott*
“Winford helped me finally see where my money is going and how to make it work better for me. The app explains stuff clearly, and I can text my coach whenever I need. It’s kind of like having a personal CFO, but for real people our age.”
John*
Take your finances to the next level!
Interested in full-service wealth management?Click here