Organization: D William Winkelman – Private Wealth Advisor, Ameriprise Financial Services, LLC
Industry: Social Services

Though primarily recognized for financial and investment planning, D William Winkelman’s role within the social services sphere centers on helping individuals, couples, and families achieve financial security and well-being—an often overlooked yet crucial element of overall social support. By providing tailored financial advice and education, he contributes to the financial empowerment of diverse communities, including retirees, families managing life transitions, and individuals navigating complex economic challenges. As part of the Ameriprise Financial network, Winkelman leverages a wealth of resources and planning tools to promote financial literacy and support long-term quality of life.

His practice integrates socially responsible investment strategies and encourages clients to align their financial plans with personal values and philanthropic goals—be it saving for education, supporting elder care, or planning charitable giving. With a strong emphasis on client relationships, he offers guidance during life’s pivotal moments such as career changes, the loss of a loved one, or divorce. While not a traditional social services agency, Winkelman’s services help strengthen individuals and families financially, which in turn supports community stability.

Key Services:

– Personalized financial planning and goal setting
– Retirement income strategies and investment guidance
– Estate and legacy planning support
– Education savings plans and family financial advising
– Assistance with socially responsible and charitable investments
– Financial guidance during major life transitions (e.g., divorce, loss, career change)
– Strategies for wealth protection and risk management