A Shared Vision

At Windrose, we are rewriting the wealth management playbook. Our expertise is crafted to the specific needs of our clients. We are mutually invested in every relationship and deliver uncompromising honesty in every conversation.

Our Partners and Directors average more than 15 years of experience investing over $100 billion for families, endowments and foundations. On that foundation, we build relationships and establish both trust and mutual respect with each client. This ensures a shared vision, and a better vision, when it comes to preserving and growing wealth. This is a modern wealth management solution.