Question 1

What services does Henry Ward Winship offer?

Accepted Answer

Henry Ward Winship specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in RANCHO SANTA FE, California for a consultation.

Question 2

What are Henry Ward Winship's credentials?

Accepted Answer

Henry Ward Winship is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Question 3

Where is Henry Ward Winship located?

Accepted Answer

Henry Ward Winship is based in RANCHO SANTA FE, California, working with PACIFIC POINT ADVISORS, LLC. Their office serves clients in the RANCHO SANTA FE metropolitan area and surrounding communities.

Question 4

How does Henry Ward Winship charge for services?

Accepted Answer

Henry Ward Winship's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

Question 5

How large is PACIFIC POINT ADVISORS, LLC?

Accepted Answer

PACIFIC POINT ADVISORS, LLC has approximately 8 employees and manages $212M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Henry Ward Winship

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