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1737 N. First Street, Suite 460, San Jose, CA 95112

casey.winningham@ceterainvestors.com
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Your Future, Thoughtfully Planned

Winningham Wealth Management is a wealth management firm helping individuals, families, and business owners understand their wealth, coordinate their retirement decisions, and plan for the life they want to enjoy.

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Guidance That Feels Personal

Guidance That Feels Personal

Responsive guidance can make your financial life feel less distant and easier to manage. Our team works together to answer questions quickly, explain what matters, and keep your planning connected to the goals and decisions in front of you, so you feel supported in everyday moments and bigger transitions.

Coordinating The Pieces That Shape Your Wealth

We help bring your financial services into one coordinated view, so each decision supports your bigger picture.

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An Education-First Approach That Empowers Every Wealth Decision

An Education-First Approach That Empowers Every Wealth Decision

We believe your plan should make sense to you, not just to your advisors. By helping you understand your wealth, options, and next steps, we make it easier to participate in decisions that shape your retirement, family, and future, with guidance that feels useful and connected to your life.

Don’t Let Financial Complexity Keep You From Enjoying The Life You’ve Worked For

Bring your questions, accounts, and goals into one conversation with advisors who help make the path feel easier to follow.

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Guidance With You At The Center For Wherever Life Takes You

From growing wealth to living in retirement, we help you make decisions shaped around your goals and full financial picture.

Individuals & Families

We help organize the decisions shaping your family’s financial life, from everyday goals to long-term priorities ahead.

Pre-Retirees & Retirees

We help connect retirement income, investments, timing, and lifestyle goals into a more coordinated financial plan.

Educators & Administrators

We help coordinate 403(b), pension, and school-system benefits with guidance shaped around your upcoming retirement decisions.

Pension Employees

We help coordinate pension benefits, savings, and income decisions so your retirement picture feels more connected.

Professionals

We help tech, medical, and other professionals connect complex benefits, investments, and time-sensitive financial choices.

Business Owners & Entrepreneurs

We help business owners connect company success, team benefits, and personal planning into a single financial picture over time.

Find Where You Fit

Resources & Insights To Help You Understand, Discuss, & Plan Your Wealth

Use our insights to better understand investments, retirement, planning questions, and the decisions ahead of you now.

Planning for the Three Stages of Retirement

Planning for the Three Stages of Retirement

Did you know there are three stages to retirement? You should plan for certain changes in lifestyle and spending patterns.
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IRA Withdrawals that Escape the 10% Tax Penalty

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
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Tuning Your Social Security Benefit

Tuning Your Social Security Benefit

When should you take your Social Security benefit?
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Take The First Step Toward A Financial Life You Can Actually Understand

Begin with a conversation that helps you understand your options, organize your priorities, and move forward with a clearer purpose.

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