Judgment before noise
Market information is abundant. The value is knowing what matters, what does not, and when action is warranted.
About Wynstone
Experience that stays close to the client.
Wynstone is an independent investment advisory firm built around seasoned judgment, direct relationships, and advice that connects portfolios to real life.
Wynstone / About
Since1988Managing money
Founder & president
Keith A. Schoepke, CFP®, CTFA
More than three decades of market experience, brought to every client conversation.
Keith founded Wynstone around a straightforward idea: clients are best served when investment decisions and financial planning are considered together—and when the person giving the advice remains directly accountable for it.
His approach blends long-term perspective with active attention to changing markets, tax considerations, and each client’s evolving priorities. The result is personal, practical guidance designed to help clients make decisions with greater clarity.
CFP®Certified Financial Planner™
CTFACertified Trust and Fiduciary Advisor
What guides us
Thoughtful advice doesn’t need to feel impersonal.
Clarity before complexity
Sophisticated advice should still be understandable. We explain the why behind recommendations and tradeoffs.
Relationship before scale
A smaller firm can keep the client and advisor close. You know who is responsible—and so do we.
Why independent
Your goals remain the center of the conversation.
Independence gives Wynstone the flexibility to shape advice around the client. Recommendations begin with the question, “What is the right decision for this person?”
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