Winnow Wealth
Chad Castle
Winnow Wealth
200 W Hwy 6 Suite 330 Waco, TX 76712
Chad Castle is the owner of Winnow Wealth LLC, a fiduciary Registered Investment Advisor.
Chad and Winnow Wealth exist to help you create better financial outcomes in retirement. By crafting simple, efficient, and transparent investment plans, you’ll benefit by maximizing the income on your investment accounts and Social Security while minimizing your lifetime tax burden. Chad holds the Retirement Income Certified Professional Designation and is a graduate of Baylor University.
Jessica Burch
Winnow Wealth
200 W Hwy 6 Suite 330 Waco, TX 76712
Jessica Burch co-founded Winnow Wealth, a fiduciary Registered Investment Advisor.
She holds bachelor’s and master’s degrees in Business Administration, and spent many
years as a Tax Accountant. She is a qualified Investment Advisor Representative holding a
Series 65 securities license and a Life, Accident, and Health insurance license in several
states. She has been married over twenty-three years to her high school sweetheart and
loves being mom to three sons.
What we Do
Retirement Income Planning
Retirement Strategies
Annuities & Financial Products
Retiree Resources
Disclaimer: Winnow Wealth, LLC (“Winnow Wealth”) is a Registered Investment Advisor (“RIA”), located in the State of Texas. Winnow Wealth provides investment advisory and related services for clients nationally. Winnow Wealth will maintain all applicable registration and licenses as required by the various states in which Winnow Wealth conducts business, as applicable. Winnow Wealth renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Investment advisory services also offered through Brookstone Wealth Advisors (BWA), a registered investment advisor. Winnow Wealth & BWA are independent of each other.
