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Henry Ward Winship

Pacific Point Advisors, LLC

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About Henry Ward Winship

Henry Ward Winship is a financial advisor with Pacific Point Advisors, LLC, a registered investment advisor based in Rancho Santa Fe, California. Henry has been in the industry since 1998 and has a strong track record of success. Henry is a Chartered Financial Analyst and specializes in providing financial planning, portfolio management, and market timing services. He has experience working with individuals, families, and institutions. Henry is committed to helping clients achieve their financial goals.

Firm Information

Henry Winship is currently registered with Pacific Point Advisors, LLC. Pacific Point Advisors, LLC is a registered investment advisor headquartered in Rancho Santa Fe, California. The firm manages over $212 million in assets for a diverse client base including high-net-worth individuals, corporations, charitable organizations, pooled investment vehicles, and individuals other than high-net-worth. Pacific Point Advisors provides investment advisory services including financial planning, portfolio management, and market timing. They also offer selection of other advisors and portfolio management for businesses.
Pacific Point Advisors, LLC

16236 SAN DIEGUITO ROAD

RANCHO SANTA FE, CA 92091

$212.19M

Assets Under Management

4

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Henry Winship’s Registration & Firm History

CA

11/13/2020 - Present

Pacific Point Advisors, LLC (RANCHO SANTA FE CA)

CA

04/28/1998 - 09/08/2005

RELATIONAL ADVISORS LLC (SAN DIEGO CA)

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Licenses & Designations

BC

Issued 04/22/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/10/1998

Series 24 - General Securities Principal Examination

BC

Issued 04/24/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Henry Ward Winship.
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