Winner’s Circle Wealth Management of LPL Financial

Winner’s Circle Wealth Management of LPL Financial Building Long-Lasting Partnerships Across Generations • Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor.

Member FINRA & SIPC. FINRA.org and SIPC.ORG.

• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

College is one of the biggest investments you’ll make, and costs are climbing every year. Building a savings plan today ...
01/29/2026

College is one of the biggest investments you’ll make, and costs are climbing every year. Building a savings plan today paired with smart tools like 529 plans can help reduce future debt and keep your goals on track. Have questions? Contact us today: https://winnerscirclewealth.lpl.com/

Your savings are the cornerstone of any successful college funding plan.

Start the year by reviewing your financial goals and making sure your plans align with what matters most to you. Check o...
01/09/2026

Start the year by reviewing your financial goals and making sure your plans align with what matters most to you. Check out this key number infographic for 2026.

Tax reference numbers at a glance.

January is Financial Wellness Month! It's the perfect time to take a closer look at your financial health. Whether you’r...
01/09/2026

January is Financial Wellness Month! It's the perfect time to take a closer look at your financial health. Whether you’re setting new goals, reviewing your plan, or exploring investment strategies, this is a great opportunity to start the year with clarity and focus.

Happy New Year from Winner's Circle Wealth Management! The start of a new year is a great time to reflect and set fresh ...
01/01/2026

Happy New Year from Winner's Circle Wealth Management! The start of a new year is a great time to reflect and set fresh goals. Whether you’re reviewing your financial plan or exploring new strategies, January offers an opportunity to begin the year with clarity and focus.

Tax rules are shifting under the One Big Beautiful Bill Act, and several changes take effect before year-end. From a hig...
12/29/2025

Tax rules are shifting under the One Big Beautiful Bill Act, and several changes take effect before year-end. From a higher SALT deduction cap to new charitable giving limits, these updates could influence your 2025 return. Have questions? Contact us today: https://winnerscirclewealth.lpl.com/contact

A hodgepodge of rule changes under this year's tax legislation adds a host of new considerations for year-end tax planning.

Merry Christmas from all of us at Winner's Circle Wealth Management! May your holiday season be filled with warmth, joy,...
12/25/2025

Merry Christmas from all of us at Winner's Circle Wealth Management! May your holiday season be filled with warmth, joy, and cherished moments with loved ones! 🎄

Address

1040 Monarch Street 3rd Floor, Offices 331 & 332
Lexington, KY
40513

Telephone

+18595145030

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