Stifel | Winter Wealth Management Group
Fax: (817) 865-3093
Business hours
| Monday | 8:00am to 4:00pm |
| Tuesday | 8:00am to 4:00pm |
| Wednesday | 8:00am to 4:00pm |
| Thursday | 8:00am to 4:00pm |
| Friday | 8:00am to 4:00pm |
| Saturday | Closed |
| Sunday | Closed |
About us
Stifel | Winter Wealth Management Group offers a complete range of financial services for the high net worth investor located in and around Southlake, Texas. Robert H. Winter, CPWA, Senior Vice President/Investments and Portfolio Manager – Solutions Program, has dedicated nearly 23 years to helping his clients navigate the markets and pursue their financial goals. Phillip Meyer, ChFC, Senior Vice President/Investments and Portfolio Manager – Solutions Program, began his investment industry career in 1998. We specialize in helping clients develop a comprehensive, investment strategy designed to address their unique needs.
| Tags | Financial Planning, Financial Consultants, Wealth Management, Retirement Planning, Estate Planning |
| Products | Mortgages, Asset Allocation and Portfolio Management, Investment Strategies, Estate Planning and Wealth Transfer Strategies, Accumulation & Wealth Management |
Featured businesses
115 Grand Ave, Suite 222, Southlake, Texas, 76092
(817) 310-7880
115 Grand Ave, Suite 222, Southlake, Texas, 76092-7626
(817) 310-7895
115 Grand Ave, Suite 222, Southlake, Texas, 76092
(817) 310-7880
115 Grand Ave, #222, Southlake, Texas, 76092
(817) 310-7880
115 Grand Avenue, Suite 222, Southlake, Texas, 76092
(817) 310-7884