Broker Check

About Winchester

A Firm Who Listens First

Winchester’s mission is to gain a thorough knowledge of our clients so we can be more strategic, comprehensive, and valuable partners to the people who trust us with their financial futures.

Our top priority is giving our clients simplified and relevant advice. And we do that through first listening to our clients. We want to get to know you and your financial journey before offering any advice. We’re straightforward. If we don’t think a particular option will serve your best interests, we’ll tell you. We aren’t beholden to anyone but our clients and it shows in the kind of objective advice we can offer.

Every client deserves the retirement they’ve always imagined; and they deserve the best client experience along the way. Meet our knowledgable partners and let us help you continue on your journey toward a successful retirement.

Meet Our Team

Meet Our Team

Our team has years of experience helping lead people to the fulfilled life they imagined. With our industry knowledge and dedication to our clients, we can help you create a retirement plan for your specific goals. Schedule a time to meet our team!

Our Core Values

Listen First, Always

We understand everyone’s journey is different. We work hard to learn about your goals and desires, first, so we can ensure our recommendations serve you best.

Complete Ownership

We don’t know everything, but we are committed to helping clients with any concern. We maintain an extensive network of professionals and we’re quick to refer clients to the best solution.

Straightforward Advice

We know the financial world is complex. Our clients rely on us to simplify it. They come to us because they know we’ll offer honest advice they can understand each and every time.

Client Experience is Key

The client experience is always on our minds. We’re always interested in finding new ways to make working with us convenient, easy, and pleasurable.

Want to Know Your Risk Number?

Want to Know Your Risk Number?

A 5-minute questionnaire covers topics such as portfolio size and top financial goals, while showing real dollar amounts of how much you are willing to risk for potential gains. Once complete, you will have a personalized Risk Number®. It’s fast, free, and displays your number instantly.

Our Community

Winchester Financial Group contributes to these organizations yearly. And, with the frequent help from our clients and friends, we continually touch the lives of many and help make a different in their futures. 

Please visit their websites and learn more about them, about their causes, and how they help others and their communities. 

Lazarus House

Lazarus House

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Council of Social Concern

Council of Social Concern

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Care Dimensions

Care Dimensions

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Support Living, Inc.

Support Living, Inc.

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Boys and Girls Club

Boys and Girls Club

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Woburn Host Lions Club

Woburn Host Lions Club

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Parent Company: Cetera Financial Group


Cetera Advisors is part of the family of independently managed firms of Cetera Financial Group (Cetera). For the past 30 years, Cetera's family of companies has grown to manage over $110 billion in client assets, delivering advisory products and solutions and sophisticated trading and technology platforms to us and other advisors across all 50 states. You can be confident that their tools, technology and support help make us more effective in our relationship with you.

Our Services

Explore services that are customized for you and your financial needs. Let us help you in your next stage of life.

Explore Services

Our Approach

Our approach is centered around you and giving you the best experience possible. Find out how we can help you.

Our Approach

Contact Us

Contact our team and gain knowledgeable and valuable partners on your journey toward retirement.

Contact Us