Company

WindRock Wealth Management

Financial Services 225 W Jefferson Ave 5 employees

Employees: 5
Contacts: 1
Emails: 1
Phones: 1

windrockwealth.com LinkedIn

WindRock Wealth Management Overview

Headquarters: 225 W Jefferson Ave
Phone Number: Available in AeroLeads
Website: windrockwealth.com
Industry: Financial Services
Employees: 5
Company Email: Available in AeroLeads
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Investment Planning Private Investments Entrepreneurial-Minded Advisors Austrian Economics Wealth Planning Estate Planning

About WindRock Wealth Management

Our investment philosophy’s core belief is that investment success in today’s increasingly uncertain world requires a strong focus on assessing the prevailing macroeconomic “big picture” combined with an entrepreneurial mindset to seize on unique investment opportunities. We’ve blended the best elements of a Registered Investment Adviser (RIA) model with key attributes of a family office investing. That allows us to guide clients as a trusted voice while seeking unique private investments and implementing sophisticated planning more typically associated with wealthy family office groups. We are not a brokerage firm. We are not beholden to Wall Street. We are an independently owned firm dedicated to serving our clients.

WindRock Wealth Management Contact Details

People in AeroLeads: 2
With contact data: 1
Email contacts: 1; 50.0% coverage
Phone contacts: 1; 50.0% coverage

WindRock Wealth Management Org Chart

Sample employees and titles

Name	Title	Location	Contact
Alycia Conforti	Operations Specialist at Windrock	Plainfield, Illinois, United States	View
Brett Rentmeester, Cfa®, Caia®, Mba	Chief Investment Officer at Jaggi	Greater Chicago Area, United States	Email Phone