About Winged Wealth
The dream of Winged Wealth Management and Financial Planning began in 1997 with an idea: The military and veteran community should have access to the best possible fiduciary advice and planning-focused relationship available. We shouldn’t have to use a giant financial services company that sells high-priced, high-commission, and often inappropriate financial products.
Since 2020, Winged Wealth has helped hundreds of airmen, soldiers, sailors, marines, and veterans understand how to max-perform their income to produce the opportunity for wealth, a secure retirement, realization of life goals, and financial peace of mind.
Our Mission is to help the military & veteran community—young and “well seasoned” alike gain the same superiority with their financial life that they attain in their professional life. Air superiority for your financial life—if you will.
Our Vision is to support servicemembers, veterans, and their families to become confident in their financial planning and choices, and on a glidepath for a wealthy and secure retirement.
Our Values
- Integrity – Not just doing the right thing regardless of who’s watching, but saying what we’ll do, and doing what we say we’ll do.
- Excellence – Our clients deserve and receive the best service we can deliver, but we’ll always be improving it. Full stop.
- Humility – There is no such thing as perfection. When we make a mistake, we will own it and fix it to your satisfaction.
- Learning – A life spent learning is a life well-spent. We plan to live one of those.
Our Philosophy
Investing: According to the SPIVA® report from S&P Global, active fund managers fail to beat their appropriate passive index most of the time. Winged Wealth believes that a better approach is to seek market index returns in order to suppress investing costs and potentially taxes. Time in the market beats timing the market. Build an investing plan that works for the decades and stick with it.
Insurance: If it could ruin you, you should probably insure against it… efficiently. Insurance is not an investment.
Cash Flow: Tell your money where to go and what to do, or someone else will.
Debt: “When the tide goes out, you can tell who’s been skinny-dipping.” (Warren Buffet)
Taxes: No need to leave the IRS a tip, especially over the decades. Tax planning integrates with all financial decisions.
Estate Planning: No one knows their expiration date. Everyone hates probate. Honor your loved ones with estate planning documents.
Wealth: It makes us more of what we are, but it gives all of us choices. We didn’t become pilots to become mediocre in any aspect of our lives. Let’s work from the target back and flight follow to make sure we get there!
