Winthco Wealth Management is a Simi Valley, California, financial and tax services firm focused on helping clients pursue and protect their financial goals. Its team includes licensed financial advisors and CPAs who provide personalized guidance based on clients’ circumstances and priorities. The firm offers wealth management services, including retirement planning, investment guidance, estate and insurance planning, and support with 401(k) rollovers. Its investment-related offerings include mutual funds, annuities, and life insurance, subject to availability and individual suitability.

A particular area of focus is 1031 exchanges using Delaware Statutory Trusts (DSTs). Winthco helps clients understand DST strategies and navigate the process, including considerations related to selling rental property and potential capital gains tax deferral. The firm also provides tax services through its accounting professionals, including tax preparation and strategic tax guidance. Educational articles, calculators, budgeting tools, and other resources help clients learn about financial decisions and prepare for their goals. Based in Simi Valley, Winthco offers consultations and ongoing guidance for clients seeking coordinated wealth management, investment, and tax support.