Broker Check


Winthco Wealth Management is a wealth management solutions company with over 30 years experience in tax and investment planning dedicated to helping our clients pursue their financial goals by offering integrated tax, financial, retirement and estate planning, advice and guidance led by our experienced financial consultants. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming. 

That’s where our firm comes in. 

Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs. 

Our goal is to provide you with guidance that can help you understand and better define your financial goals. We work hard to create a mutually beneficial and respected long-term relationship with our clients and their families. 

As a member of the Simi Valley community for several years, we take pride in knowing that we have helped many people pursue the type of financial future they dreamed about. 

For more information about our Simi Valley CPA accounting firm and our services, please call. We would enjoy learning more about your goals and dreams.