Jon R. Winteregg

Owner

317-885-1548
Jon@Wintereggandassociates.com

At Winteregg & Associates we help investors and their families gain control over their finances with honest advice. After watching some of the best laid plans deteriorate during the Tech Bubble Decline starting in 2000 and the recession of 2008, I developed a Portfolio Risk Model to better determine and manage my clients risks in an unpredictable environment. Using our proprietary Portfolio Risk Model, we can better determine where our clients are exposed and how much risk they are currently taking with their finances. Investments can be categorized into 5 basic areas of investing with a different level of risk associated with each area. We base our advice and planning of each case after generating a personal Portfolio Risk Model for that individual. From there, we position assets in a way that creates a more well-rounded and risk appropriate portfolio.

I have been advising investors since 1985, providing me with over 30 years of experience in helping retirees, high net worth individuals, business owners, Not For Profits, and families achieve their personal and financial goals. Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs. My personal goal is to provide you with guidance that can help you understand and better define your financial goals.

I work hard to create a mutually beneficial and respected long-term relationship with my clients and their families. We do not operate or manage our clients’ portfolios by hoping for the best and hanging on during the bad times; rather, we create a plan that will best protect them, their families, their businesses, and their income for life.

For more information about my firm, our services, and generating your personal Portfolio Risk Model, please call. I would enjoy learning more about your goals.

Investments products and services provided by Jon are available only to residents of: Alabama, Arizona, California, Colorado, Florida, Illinois, Indiana, Kentucky, Maryland, New Jersey, Nevada, New York, Ohio, South Dakota, and Virginia. Securities offered through Silver Oak Securities, Inc. Member FINRA/SIPC. Fee based advisory services offered through SSN Advisory, Inc., a registered investment advisor.