WINSTON PAUL CAPITAL MANAGEMENT,INC.
WINSTON-SALEM, NC

“Chasing your dream is exciting. Living your dream is true happiness. Helping generation after generation live, enjoy, and transfer their dreams is an honor.” J Thomas Knight strives to be a positive and profound difference in people’s lives. Although a Wealth Advisor, he sees success not just as having money and power; it’s more about family, security, benevolence, having choices, pursuing/providing opportunities, championing causes, celebrating victories, loving life, leaving a legacy, etc. J works with those who value making memories as much as they do making money. He builds his practice with integrity and honesty, always working to develop and maintain deep, meaningful, and long lasting relationships with clients and their families.  is an adaptive and systematic process designed to minimize losses as markets decline so when they turn positive, you don’t have to keep up with the market to beat the market. Ideally, J’s clients enjoy better than market returns with less risk. Furthermore, J’s proactive investment methodology aligns with your natural instinct to buy low and sell high. To be a Fiduciary the Financial Advisor must keep the Client’s interests above their own interests at all times; this is known as their “fiduciary duty.” Why is a fiduciary duty important to you? A Registered Investment Advisor, unlike an Agent or many Brokers, is a Fiduciary and has a LEGAL obligation to carry out their fiduciary duty. While Agents and Brokers are paid commissions by a third-party to sell financial products, Registered Investment Advisors are hired by the client specifically for investment advice, which can be given in the form of insurance recommendations, financial planning, or investment management. Rather than commissions, which always pits the Client’s interests against the interests of the Financial Advisor, the Registered Investment Advisor charges a fee for advice. Obviously, Registered Investment Advisors want long term relationships with their clients; therefore, it is in the Registered Investment Advisor’s best interest to provide advice that is in the client’s best interest. As a Fiduciary, this fee arrangement permits both Client and Advisor interests to be naturally, not just legally, aligned. There are two terms regarding fees, Fee-Based and Fee-Only. As the term implies, a Fee-Only Financial Advisor, will only charge a fee for their advice and services. A Fee-Based Financial Advisor will charge a fee for their advice and services plus they have the ability to collect commissions on insurance and/or investment products. Why are these definitions significant to you? A “Financial Advisor” can be a Registered Investment Advisor, a licensed Broker, and a licensed insurance Agent, all at the same time. While Agents and Brokers are paid commissions by third-parties to sell financial products, Registered Investment Advisors are hired by you directly. Rather than commissions, a Registered Investment Advisor charges a fee for advice because commissions can cause conflicts of interest, even if the Agent and/or Broker is also a Registered Investment Advisor. By charging only a fee, the client’s interests are put ahead of the advisor’s interests. If your Advisor is a Registered Investment Advisor and also an Agent and/or Broker, then hopefully they will keep your interests paramount even when commissions are involved. We have elected to be a Fee-Based Advisor because Winston Paul Capital Management gives clients the option of selecting their Advisor to also be their insurance agent. This creates one point of contact. Having one point of contact may appear to pose potential conflicts of interest; however, once in our process we believe you will witness a high level of integrity, honesty, and ethics. We take our responsibility seriously. We are free from: Winston Paul Capital Management Winston Paul Capital Management is a boutique Wealth Management firm with offices in downtown Winston-Salem, North Carolina. Back office support staff are headquartered in Rockville, Maryland and are employees of Reutemann Financial Solutions, Inc. Although we are a Wealth Management firm, our business is OUR MISSION to create a positive and profound impact for our client relationships, specifically for their dreams, their businesses, and of course, their families. We empower and implement your dreams, by reducing taxes, managing risk, and providing financial peace of mind. As a boutique advisory firm, we offer service that is personal, private, and exclusive. We choose to limit the number of new relationships we engage each year so that we may provide unmatched customer service. As an investor, you can go anywhere for financial advice. Wall Street brokerages, giant insurance companies, and online discount brokers all vie for your business. Why choose us? At Winston Paul, our business model is completely aligned with pursuing solutions that are in your best interest. We have chosen to be an independent advisor, which means we are free to choose financial strategies and products that are in your best interest. We have removed ourselves from the pressure, bias, and quotas that could be imposed by a corporate parent or majority share holder. We claimed our independence and became a fiduciary so your best interests always come first, which we believe leads to a positive financial advisory experience. Wealth Management is more than financial planning, protecting, and investing; as wealth is more than just money and power. We see both being about making memories, preserving a legacy, living with dignity, pursuing opportunities, having choices, being benevolent, loving life, chasing dreams, etc. To provide uninterrupted sessions, all meetings and phone calls are by appointment only and ad-hoc phone calls are asked to leave a message with the receptionist. Before you share private financial data with us, let’s first determine if we are a good “fit” for one another. During our first meeting let’s get acquainted and then take at least 24 hours to think about it. Our time together will be dedicated to discovering if we are both willing to start a mutually trusting relationship, one that goes beyond mere investment returns.