D William Winkelman, Private Wealth Advisor serving the Skaneateles, NY area - Ameriprise Advisors

D William Winkelman

CFP®

Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER™ professional
A financial advisory practice of Ameriprise Financial Services, LLC
  • Key tax considerations

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  • About Ameriprise

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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Staying focused on tomorrow’s goals

As a financial advisor, people may think I only work with money. But the most important part of my job is working with my clients and providing advice to help them reach their financial goals. What’s important to you is my priority. I’ll give you personalized financial advice to help make it through today’s challenges and stay focused on tomorrow’s goals. Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

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Retirement discovery

Some questions about retirement are nearly universal. For example, will I have enough money to last my whole retirement? How will the ups and downs of the market impact my income after I retire? And what about inflation – will it eat up my retirement income?

If you’ve asked yourself these questions, it’s time for a visit to the Retirement InteractiveSM tool, where I encourage you to explore the “View Retirement Challenges”section. It will let you delve into important issues that could potentially affect your retirement income.

After you visit, contact me and we’ll talk about the things that concern you most – and solutions that could help you have a more confident retirement.

My videos

14 videos

The Ameriprise difference

Advice based on your goals, and no one else’s
I’m proud of what I do, and all that my clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, I’d like to help.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Advice Worth Talking About

More than five generations have counted on Ameriprise to provide personalized financial advice to help reach their goals. More than 9 out of 10 of them are likely to recommend us to others. Advice worth listening to is advice worth talking about. (2:24)