Winship Wealth Partners

Financial Advisor

Winship Wealth Partners is a financial planning and investment management firm located in the San Francisco Bay Area. Founded by Melissa and Craig Slayen, the firm was built around the fact that the key determinant of long-term investment returns is investor behavior and financial planning. Read more

3 recommendations

  •  
    Michael Kiel

    Shared on goo.gl

    Craig is one of the most transparent and honest financial advisors I've come across. His comprehensive approach to financial planning is pretty impressive, so much so that the moment I sat down with Craig I knew my investments were safe. I'd definitely recommend Winship Wealth Partners to anyone in the San Francisco area looking for a financial advisor that they can trust!

    Original recommendation
  •  
    Jimmy M.

    Shared on yellowpages.com

    My experience with Winship Wealth Partners and Craig in general has been nothing but positive. He has shown me how I can take my small budget, save money and look forward to retirement when that time actually comes.

    Original recommendation
  •  
    Melissa W.

    Shared on yelp.com

    Craig was a pleasure to work with! He was patient, helpful, clear, organized, efficient, punctual and had a good sense of humor. He listened to us, understood our needs and his insight and advice was tailored. He was great. Even my (very skeptical) 90 year old grandmother liked him!

    Original recommendation