Winebrenner Capital Management

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Winebrenner Capital Management Helping you plan with purpose. As a Registered Investment Adviser, our services are built on trust and focused on the future you deserve.

Let’s build your financial future together. Winebrenner Capital Management is a Registered Investment Adviser with a team of dedicated professionals who built the firm on a foundation of responsibility, integrity, and experience. Our team is committed to providing personalized financial planning services and advice based on your individual situation, goals, and needs. This platform is solely for informational purposes and is not offering advisory services or sales of securities. Investing involves risk and possible loss of principal capital. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. Comments by viewers or recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted. Our firm has provided content by third parties and/or linked sites within our posts. We believe that this content is reasonably reliable and does not contain untrue statements of material fact or materially misleading information. The third-party content may be dated. The opinions expressed herein are as of the date of publication and are subject to revision due to changes in the market or economic conditions and may not necessarily come to pass.

Your ideal retirement may differ from reality, but we can work together to better align the two.
10/26/2026

Your ideal retirement may differ from reality, but we can work together to better align the two.

How does your ideal retirement differ from reality, and what can we do to better align the two?

Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.
10/23/2026

Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

What actually happens when the U.S. government shuts down?
10/21/2026

What actually happens when the U.S. government shuts down?

This handy interactive explains which essential government services are affected by a shutdown.

Sector investing may present an opportunity — if you do your homework.
10/19/2026

Sector investing may present an opportunity — if you do your homework.

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

There are four basic steps to calculating the value of an estate.
10/16/2026

There are four basic steps to calculating the value of an estate.

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Looking ahead can help female investors conquer these unique obstacles. You can learn more here.
10/14/2026

Looking ahead can help female investors conquer these unique obstacles. You can learn more here.

Looking ahead can help you conquer these unique obstacles.

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA...
10/12/2026

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA to a Roth IRA. Talk to your financial professional to see if it makes sense for you.

Use this article to start conversations about the “backdoor” Roth IRA strategy.

How does life change after retirement? This infographic explores the lifestyle and financial shifts many retirees experi...
10/09/2026

How does life change after retirement? This infographic explores the lifestyle and financial shifts many retirees experience in their first year.

A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.

Children with special needs may need ongoing help after their parents are gone.
10/05/2026

Children with special needs may need ongoing help after their parents are gone.

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

Does it make more sense to push back retirement, or not to retire at all?
10/02/2026

Does it make more sense to push back retirement, or not to retire at all?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Address

10602 Timberwood Cir, Ste 13
Louisville, KY
40223

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+15026710015

Website

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