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Kurt Winiecki
Founder, Winiecki Wealth Management, Juris Doctor, CPA, Fiduciary Personal Wealth Advisor, Fiduciary 401(k) Advisor
Kurt Winiecki is the Founder and President of Winiecki Wealth Management, dedicated to providing top-tier financial expertise and services to individuals and families.
Winiecki Wealth Management focuses on catering to the retirement needs of clients with complex financial situations, offering tailored financial strategies to help them achieve their goals.
As a Registered Investment Advisor (RIA) firm, Winiecki Wealth Management provides independent and objective investment advice, ensuring that clients' best interests are always the top priority.
Kurt Winiecki's extensive background in finance, accounting, and law brings unparalleled value to every client relationship, surpassing the offerings of larger financial firms.
Kurt Winiecki specializes in various financial aspects, including 401(k) Rollover Strategies, Retirement Planning, Investment Risk Reduction, Roth IRA Conversion Analysis, Estate Planning, and Financial Planning for specific life transitions.
With a diverse educational background, including a J.D. in Law from Loyola University Chicago School of Law, a Master's degree in Accounting from the University of Illinois at Chicago, and a B.S. in Finance from the University of Illinois Urbana-Champaign, Kurt Winiecki boasts a strong foundation in relevant fields.
Kurt Winiecki has held key positions in reputable organizations, such as Managing Director at Kruse Asset Management, Financial Advisor at Merrill Lynch, and roles in prestigious law firms and financial institutions.