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Phillip Winther is a former athlete including a Delaware All-Star Lacrosse Player and played for the club team of Pennsylvania State University. Phillip also enlisted in The United States Marine Corps prior to attending Penn State University during the first Gulf War of 1991. Phillip served honorably and received several awards and medals for his outstanding service and achievement while serving in the Marines.
Phillip attended Pennsylvania State University and earned two Bachelorette of Science Degrees, one in Finance and the other in International Business from The Smeal College of Business.
Phillip then went on to work for several outstanding consulting companies beginning in 1996 until 2010 when he founded and began running his own consulting firm of JP Winther Financial.
Phillip offers customized services supported by the broad capabilities of a global institution. Working with a limited number of wealthy clients, these clients receive personalized attention for all aspects of their financial life, now and for future family members.
Some of our services include but are not limited to:
Financial Planning
Specializing in comprehensive financial planning by taking a goals-based approach to help clients with a financial solution.
Asset Management
Phillip offers a wide range of services in order to satisfy both institutional and private clients and covers all areas of their investment portfolio needs.
Options
Phillip’s team helps guide clients through how Options provide protection from loss on client’s existing equity portfolios, and implementing the optimal strategy for his clients.
Business Owner Solutions
Phillip Winther also offers CEO & CFO consultative services and assumes the role of CEO or CFO and provides expertise and solutions in all areas such as Management, Operations, Finance, Sales, Marketing, Due Diligence and Personnel among many other topics.
Phillip lives right outside Charlotte, NC and is the proud father of a fourteen year old daughter and a five year old English Golden Retreiver. Phillip is an avid tennis player and coaches high school lacrosse.