Win provides comprehensive guidance in all aspects of his clients’ financial lives. His business focuses on investment portfolio management, strategies for building and preserving wealth and planning for education, retirement, charitable, estate and wealth transfer. Superior client service, responsiveness and accessibility are hallmarks of his growing practice.
Win is a founding partner of Shorebridge Wealth Management, which launched in 2013. Previously he spent 20 years at Hunter Associates serving as a financial advisor, shareholder and managing director responsible for day-to-day management and strategic planning.
Win graduated with a bachelor’s degree in economics and a concentration in financial analysis from Dickinson College. He is a graduate of the College for Financial Planning, the Securities Industry Institute at the Wharton School of the University of Pennsylvania and holds the Accredited Investment Fiduciary™ designation awarded by The Center for Fiduciary Studies. He holds Series 4, 7, 9, 10, 63 and 65 licenses.
Win lives in Gibsonia, Pennsylvania, with his wife, Karen, and four children. He is active in the nonprofit community, currently serving on the board executive committee for the Pine Richland Youth Center and board officer for the St. Barnabas Communities, both located in Gibsonia. For enjoyment, he is an avid golfer and shotgun sports enthusiast.
Raymond James is not affiliated with the above organizations.