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CardinalLegacyWealth@lplfinancial.com
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Invested in Your Legacy

Our Services

Legacy-Focused Guidance

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Partnership for Generations

Our Philosophy

2026 Forbes Best-In-State Wealth Management Teams


Trust. Stability. Discipline. Prudency.

With over 25 years of partnership among our team, we are excited to continue to offer the same level of service and commitment to you as Cardinal Legacy Wealth Advisors. Our new brand is indicative of the dedication we have to you and we look forward to sharing more about how we established our identity on the foundation of the same principles you have come to know from us.

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Multigenerational Wealth Consideration: Our Commitment

At Cardinal Legacy Wealth Advisors, we serve as a wealth management practice that focuses on individual and generational wealth planning. Our team of five collaborates in our goal to equip our clients with the knowledge and tools they need to make informed financial decisions that aim to help build a long lasting legacy.

Our mission is the help you work towards your financial goals and educate the next generation to be a prudent steward of that legacy.

Our Cardinal Legacy Wealth Advisors Difference: A Client-Centric Approach

Cardinals represents vitality, passion, and dedication, which is what we bring to our relationships with you. You are the center of our practice and we are dedicate to and passionate about serving you and preserving your legacy. Our team works tirelessly to align your long-term goals with a financial plan that is designed to address your wealth.

We take pride in our work and the level of service we are able to offer you, and our carefully crafted team environment is what fosters this approach.

Resource Library

We provide a holistic approach to financial planning and wealth management, which includes Investment Management and Estate, Tax, College, and Retirement Planning. Our resource library contains articles, videos, and calculators about these topics, and a few of these can be seen featured below.

The Pros and Cons of an NUA Strategy

The Pros and Cons of an NUA Strategy

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
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How Stocks Work

How Stocks Work

Understanding how a stock works is key to understanding your investments.
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Is Term Life Insurance for You?

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.
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Our Cardinal Legacy Wealth Advisors Team

Al Winget

Al Winget

Managing Director, Financial Advisor

(980) 710-5616

Al.Winget@lplfinancial.com

Born on a dairy farm on Winget Road outside Charlotte, Al was the third-generation Winget to make that claim - part of a family whose traditions are as rich as the history they've written.Al earned a Morehead Scholarship to attend...
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Robert Benton

Robert Benton, CFP®

Managing Director, Financial Advisor

(980) 710-5618

Robert.Benton@lplfinancial.com

Rob is proud to bring his clients a broad understanding of the financial markets, along with his brand of insights and service, since he started his career at Morgan Stanley in 1997. Since 2000, Rob has partnered with Al at Wells Fargo...
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Andrew Robson

Andrew Robson, CFP®

Senior Vice President, Financial Advisor

(980) 710-5620

Andrew.Robson@lplfinancial.com

Andrew has been working with Al and Rob since 2015. His primary focus is on retirement planning and creating long-term investment plans that help his clients navigate confidently to, through, and past retirement. Those who work with...
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Donna Fitzer

Donna Fitzer, MBA

Wealth Associate

(980) 710-5622

Donna.Fitzer@lplfinancial.com

After earning her Master's in Business Administration at the University of Pittsburgh, Donna worked in both financial planning and accounting in the corporate sectors of public and private businesses.Since joining Winget-Benton Wealth...
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Tonia Heidal

Tonia Heidal

Client Service Associate

(980) 710-5622

Tonia.Heidal@lplfinancial.com

Tonia is our team's newest member, joining us in July 2022. Her experience as an operational manager in the hospitality industry before transitioning into the role of Sales and Events Manager for The Palm Steakhouse, provided the skill...
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