Making money make sense for everyone.
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.
Connect & Discover
Connect your accounts, answer a few questions, and immediately get full visibility into your finances. Open an AlphaCash account to get access to high-powered savings, and get help setting up a personalized investment portfolio.
Stay On Track
Stay on top of your goals with our app, track the progress of your investments and AlphaCash, and reach out to a human financial coach with any questions.
Achieve Your Goals
Our services grow alongside you as your financial picture changes. We're here to support with advanced tax planning, more unique investment oppportunities, and provide insight on when you're ready to take steps to continue leveling up.
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 from individuals who have experienced the Winford Wealth difference.
“I've tried budgeting apps, robo-advisors, even a traditional financial planner — but none of it ever stuck. Winford is different. My coach actually listens, and the app keeps me on track without overwhelming me. It feels like having a financially-savvy friend in my pocket.”
Kami*
Marketing Analyst
“Between taxes, investments, and our longer-term goal of owning a home, we were constantly second-guessing if I was doing it right. Winford made it all make sense and gave us opportunities to access new tools. We feel more confident, more organized, and like we have a plan that actually fits our life.”
Scott & Izzy*
Financial Services Professionals
“Winford helped me finally understand where my money is going, how to make it work for me, and even how to handle my equity comp. The app explains everything clearly, and I love that I can message my coach anytime. It's like having a personal CFO without the six-figure salary.”
John*
Software Engineer