We’re here to bridge the gap between financial knowledge and financial success so you can win in every financial situation.
Whatever your personal situation, we can help you prioritize your financial health with an educated advisor who has your best interests at heart. We'll work with you to develop a financial strategy and action steps that allow you to turn recommendations into a roadmap for success.
We believe that knowledge is power and that once you know better, you have the option to do better.
We bridge the gap between financial knowledge and financial success.
It’s our mission to empower you with the skills you need to take control of your financial life and confidently build wealth. We don’t believe that your income level should dictate your relationship with money. People of every gender, race and class deserve to feel confident and to have the opportunity to work with a financial planner or tax advisor.
About Our logo
Our mission at Winder Wealth Management is to empower you to take control of your financial future. For us, the queen chess piece symbolizes the resilience, adaptability, and freedom that comes with financial literacy. With the right support, you can take control of the board. We want to see you win.
Not every financial situation is identical. Navigate tax season with confidence by partnering with an expert that understands your individual and business needs.
Starting at $200.
Starting at $600.
Starting at $3,500/session.
Starting at $200/session.
Starting at $99/month.
"Working with Danielle has given me the tools I need to truly understand my finances. As a self employed individual I really benefited from her financial advising services and tax planning. I feel like I'm on the path to long term financial stability."
— Aisha of Nailah Studios
Partner with an expert who can provide you with the ongoing support you need that will allow you to grow and thrive. With the help of a Certified Financial Planner® you can learn to budget, manage debt, invest, plan for financial goals, and build wealth. You don't need to know where to start to work with us.
Tier One
$3,000 $1,095
Tier Two
$5,000 $2,575
Tier Three
$7,000 $3,725
Get in touch with us to learn more about ongoing financial planning services.
It's my mission to make you feel comfortable and understood as you embark on this journey to financial success. My passion is helping households understand finances by developing customized financial plans. I will provide you wealth management strategies to implement into your daily life.
I was born and raised in Nevada and consider myself a Las Vegas native. Upon completing my Bachelor's in Economics, I worked my way up the corporate ladder at Vanguard. After working in corporate America for several years I went back to school and earned my Master’s in Business Administration with an emphasis in finance. I've held several corporate finance jobs over the years but hosting financial literacy workshops in the community brings me the most satisfaction. In my spare time, you can find me forcing my daughter to read a book, texting financial tips in our family group chat, receiving small business advice from my father, and eating my mom’s famous peach cobbler with a side of vanilla ice cream!
We’re here to get you results. You can trust us to always tell you what will benefit you the most. We’re not going to hold anything back, because we want the best for you.
We will earnestly find the correct answers to all your questions. Each time you hear from us, you can be assured that we put our all into each email, report, or document.
We listen and work with each of our clients to meet you where you are – whether you’re a rookie at the beginning of your journey or a well-informed individual – we’ll work together to create the perfect plan.
Working with a Certified Financial Planner® means that you’ll have someone by your side to teach you strategies that can help you succeed no matter what your financial life looks like.
Whether you need help with personal financial planning or tax services, our process is simple. Here’s how we do it…
Book a consultation to ask questions and discuss which of our services would be best for you.
Complete your client intake form and send your tax and/or financial documents so we can customize and review your quote.
Make things official by signing your agreement and completing your deposit so we can get started!
"Dia's process is thorough and collaborative. She genuinely cares about helping me to define goals and build a strategy to achieve the best possible outcome. I have come away better educated about my taxes and empowered to make sound decisions."
— Jamie Genematas
Get in touch and take the first step towards experiencing financial success.
Winder Wealth Management, LLC offers financial and tax planning to individuals and small businesses to help them take control and start winning at wealth management.