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.
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Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
Extra Phones

Fax: 817-865-3093

Services/Products
Accumulation & Wealth Management Asset Allocation and Portfolio Management Estate Planning and Wealth Transfer Strategies Investment Strategies Mortgages
Categories
Investment Management, Financial Planners, Financial Services, Investments
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