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Winner Pauliny Wealth Management

winnerpaulinywealthmanagement@janney.com
(443) 307-8012

YOUR LOCAL FINANCIAL ADVISORS

No matter where you are in life — just starting out, in your peak earning years, nearing retirement, or contemplating your legacy — we are here for you. When you work with us, it’s about going beyond investing. It’s about connecting your life and your finances.
 
We take a comprehensive and customized approach to your finances, by understanding your needs and goals and aligning your investment strategies to help meet those goals. Our depth of knowledge and experience, combined with our Firm’s capabilities and resources, enables us to provide high quality service, while offering advice and executing financial solutions for every stage of life.

About Us

YOUR LOCAL FINANCIAL ADVISORS

No matter where you are in life — just starting out, in your peak earning years, nearing retirement, or contemplating your legacy — we are here for you. When you work with us, it’s about going beyond investing. It’s about connecting your life and your finances.
 
We take a comprehensive and customized approach to your finances, by understanding your needs and goals and aligning your investment strategies to help meet those goals. Our depth of knowledge and experience, combined with our Firm’s capabilities and resources, enables us to provide high quality service, while offering advice and executing financial solutions for every stage of life.

Our Team

Todd Pauliny

First Vice President / Wealth Management, Financial Advisor

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James M. Winner, CFP®

Senior Vice President/Wealth Management, Financial Advisor

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Sherry Kimball

Branch Operations Manager / Senior Registered Private Client Associate

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Our Services

Adjusting to Life Financially after a Divorce

Going through a divorce can be an emotionally trying time. It's important to be aware of how your financial position will be impacted.

Charitable Contributions from IRAs

The Pension Protection Act of 2006 first allowed taxpayers age 70½ or older to make tax-free charitable donations directly from their IRAs.

Retirement Planning

Don’t stress about retirement – look forward to it! Together we can develop a retirement plan to help ensure you meet your needs and goals, living out the lifestyle you envision.

Recent Updates

Your Assets are in Good Hands: Resources and Account Protection at Janney

Are you Saving for your Child's or Grandchild's College Education? 5/29 Day is a great reminder of the importance of Smart Savings Strategies. Contact us today to learn more. www.winnerpaulinywealthmanagement.com

Social Security: The Choice of a Lifetime

Research & Insights

Is a Securities-Backed Loan Right for You?

Securities-backed loans can be helpful for large transactions that happen from time to time such as purchasing a vacation home, remodeling a kitchen, or covering wedding expenses.

What Should Investors Focus On Right Now?

Investors are paying attention to how their portfolios are responding to inflation and rising interest rates. However, we believe the U.S. economy continues to show positive growth