Joseph Winkler Profile
Joe has dedicated his career to helping clients make informed financial decisions to protect and grow their wealth. As a Partner at Bristlecone, he focuses on delivering innovative solutions to complex wealth management challenges that adapt to ever-changing regulatory and market environments.
He works closely with external advisors, including CPAs and estate planning professionals, to develop detailed and highly customized financial, tax, and estate plans for clients. Joe utilizes his extensive banking and financial planning experience to implement tailored lending solutions and effective cash flow plans that meet individual client needs.
Before joining Bristlecone, he served as a Senior Vice President and Wealth Advisor at UBS Financial Services, Inc., and as a Senior Vice President and Private Client Advisor at U.S. Trust with Bank of America Private Wealth Management. Prior to specializing in wealth management, Joe honed his tax skills as a CPA at PricewaterhouseCoopers LLP.
He holds degrees from both Washington State University and the University of Washington, graduating with a Bachelor of Arts in Finance and Accounting from Washington State University and earning his Master of Business Administration from the University of Washington. In addition to being a CPA, Joe holds the Certified Financial Planner® designation.
Joe and his family live in Sammamish, where they enjoy the lakes and surrounding beauty. International travel is a top priority for them, offering exciting experiences together.