Guiding You in Your Endeavor to Maintain Wealth Through Generations
Striving to Understand Your Most Cherished Priorities
Sonia Ginnell named to:
Forbes’ America’s Top Women Wealth Advisors Best-in-State 2024 list
Forbes’ America’s Top Women Wealth Advisors Best-in-State rankings are based on the 12-month period ending September 30 of the year prior to publication and selected by SHOOK Research, LLC. from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see www.stifel.info/award-disclosures.
Ginnell Wealth Management Group
About Us
Our team works with a select group of affluent individuals and families who value our depth of knowledge and experience in providing comprehensive strategies tailored to help them pursue their financial goals.
Meet the team
Our Mission
Our mission is simple: to enhance the lives of our clients through personal service and informed, comprehensive guidance. We seek to accomplish this by developing long-term relationships with you and your family through open and honest discussions surrounding your financial and retirement goals.
Our Approach
We employ an integrated, goals-based approach to wealth management. By aligning your wants, needs, and wishes through periodic discussions with you, we hope to help you pursue both your short- and long-term goals.