We’re here to bridge the gap between financial knowledge and financial success by helping you demystify your wallet.
It’s never too late to improve your relationship with money. Whatever your personal situation, we can help you prioritize your financial health with an educated advisor who has your best interests at heart. We'll work with you to develop a financial strategy and action steps that allow you to turn recommendations into a roadmap for success.
Because we believe that knowledge is power and that once you know better, you have the option to do better.
There’s enough to worry about in life, you don’t need to add finances to the list. It’s our vision to equip you with the skills you need to take control of your financial life and confidently build wealth.
We don’t believe that your income level should dictate your relationship with money. People of every gender, race and class deserve to feel confident and to have the opportunity to work with a financial planner or tax advisor. Say goodbye to feeling like a sacrificial pawn each time you make a financial decision and break the cycle: say hello to becoming the strongest player on the board by collaborating with a capable financial planning and tax strategy expert.
Working with a tax planning pro means that you’ll have someone by your side to ask questions and teach you wealth management strategies no matter what your financial life looks like.
“Professional, dedicated, and very detail oriented. Danielle is such a hard worker and wonderful to work with. I’ve had the pleasure to work with her in various settings and it has always been a great experience.”
Xiomara Rodgers
Vanguard
We bridge the gap between financial knowledge and financial success.
Take the headache out of tax season with advice from an expert that understands you, your goals, and your business.
Starting at $100.
Starting at $425.
Starting at $2,500.
Starting at $150/session.
Financial planning shouldn’t be left up to chance. Instead, partner with an expert who can provide you with the ongoing support you need that will allow your company to grow and thrive. With the help of a financial planning specialist, budgeting, managing debt, and investing can help you to build wealth even if you aren’t sure where to start improving your financial health.
Tier One
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Tier Two
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Tier Three
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I’m Dia and it’s my mission to make you feel comfortable and understood as you embark on this journey to financial literacy. It’s my passion to help minorities and the LGBTQ+ community to develop a financial plan and implement wealth management strategies into their daily lives.
I was born and raised in Nevada and consider myself a Las Vegas native. In my spare time, you can find me forcing my daughter to read a book, texting financial tips in our family group chat, and eating my mom’s famous peach cobbler with a side of vanilla ice cream!
We’re not here to sugarcoat things, we’re here to get you results. You can trust us to always tell you what will benefit you the most! We’re not going to hold anything back because we want the best for you.
We are thorough and relentless when it comes to finding the correct answers to all your questions. You’ll always know that when you receive an email, report, or document from us, we put our all into it.
We listen and work with each of our clients to meet you where you are – whether you’re a rookie at the beginning of your journey or an established business – we’ll work together to create the perfect plan!
Get in touch and take the first step towards experiencing financial success.
Winder Wealth Management offers tax planning for businesses, individual tax services, and company financial planning services to women, minorities, and those in the LGBTQ+ community who are ready to confidently take control and start winning at wealth management.
