A financial planning service for engineers, analysts and process oriented professionals.

Cody Winter and his team of professionals provide financial planning advice for professional engineers, analyst and other process professional’s primarily in the manufacturing, finance or technology industry. Our clients have worked at large reputable companies such as, UTC Aerospace, Pepsi Co, Raytheon, Wayfair Inc, GlaxoSmithKline, Intel, Ford Motor Company and Tesla Inc. Although our practice is physically located in Boston, MA, more than half of our clients work with us virtually and live throughout the USA.

Simply put, our goal is to minimize our client’s financial stresses to help them enjoy more of what matters most to them. We will become an advocate for your vision, helping to organize your financial life and identify the necessary actions that will make your vision a reality. We do this by creating comprehensive financial plans that will help quantify what it will take to accomplish your long-term goals.

Cody is a CERTIFIED FINANCIAL PLANNER™ and can serve as a fiduciary to his clients. In this capacity, he is obligated to demonstrate loyalty to his clients, must disclose conflicts of interest, must act fairly and in the best interest of his clients. We believe that working with clients under these circumstances allows us to have a more honest, collaborative relationship with our clients and reduces the possibility for any conflicts of interest.

Please take a moment to explore our website to determine if it makes sense for us to chat. If so, we would love to connect.

 

 

Cody Michael Winter, CFP®

Financial Advisor

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

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Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

Northwestern Mutual’s Awards & Accolades

We win a lot of awards. Some things you’d expect. Others might surprise you. Take a look.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck