Making money make sense for everyone.

Personalized investing, tax and financial planning. Grow your wealth with a financial coach, access our AlphaCash savings account, and stay on track with our all-in-one app.
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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.

"All-In-One" Apps (SoFi, Empower)
Spreadsheets + DIY Tools + Precious Hours of Free Time
Traditional Financial Advisors + Through-the-roof Fees
Budgeting Apps That Can Never Quite Do It All
TurboTax + Tax Planners + Tax Season Stress
Robo-Advisors That Don't Actually Know You
Taxable High Yield Savings Accounts
Hourly Financial Coaches with Advice Built for the 1900s
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Winford is all you need, and more.

Financial Planning
Investing
Budgeting
Tax Navigation

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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

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

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

John*

Software Engineer

Level up with the next generation of wealth management.