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.

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.

Are you thinking about 530A Accounts, also known as Trump accounts? Our new article covers the basics!
09/30/2026

Are you thinking about 530A Accounts, also known as Trump accounts? Our new article covers the basics!

An article explaining 530A Accounts.

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.
09/28/2026

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

There’s no shortage of investment analysis for anyone interested. What’s important to understand?
09/25/2026

There’s no shortage of investment analysis for anyone interested. What’s important to understand?

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

AI tools can impact retirees looking to start a consulting or small business venture. By embracing AI tools, retirees ca...
09/23/2026

AI tools can impact retirees looking to start a consulting or small business venture. By embracing AI tools, retirees can enhance productivity, save time, and increase the success of their business endeavors.

The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.

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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