A Different Choice in Wealth Management

Wealth Management

A Different

Are you frustrated with the same choices in wealth advisors who seem like similar shades of gray? Does your advisor repeat phrases such as:

“You can’t see a crisis coming”

“You should always be fully invested in the stock market”

“Ride out losses”

“We are agnostic to the economy in how we build portfolios”

If you feel there is something inherently missing in this mindset, you are not alone. We felt the same way and founded WindRock Wealth Management to offer a novel solution. 


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Wealth Management Solutions

WindRock provides customized investment advisory services specializing in the needs of wealthy individual investors. 

Who We Are

An experienced group of investment professionals who are independent thought-leaders not afraid to challenge convention while seeking unique alternative investments.

Our Services

Customized independent investment advice, asset allocation, unique alternative investment recommendations and investment implementation.

Our Clients

A select group of corporate executives, business owners, divorcees, family offices & heirs, retirees, and athletic professionals.

Our Research

We’ve combined the best elements of a registered investment advisor (RIA) with family office services, creating a trusted approach that takes a more discerning view of the macroeconomic “big picture."

Our Values


Navigating financial markets requires common sense, adherence to sound economic philosophy, and a keen comprehension of human history and behavior. 


Our independence reinforces the alignment of incentives with clients to promote and ensure our role as trusted advisors.


As entrepreneurial-minded advisors, we emphasize independent and creative thought to boldly seize opportunities while minimizing risks.


Lifetime Advisors

Our team brings investment expertise from diverse backgrounds. Together, we utilize our experience by working with our clients to serve as a trusted advisor.

Our Economic Views

We are economic thought leaders following the free-market oriented Austrian economics, whereas most advisors follow Keynsian Economics and tout the merits of money printing and government intervention. Global central banks have printed tens of trillions of dollars out of thin air as global debts exploded. Yet most advisory firms act like this is just another “normal” investment environment and allocate capital the way they’ve always done so. In our opinion, this is not a normal environment and requires an acute understanding that the pillars of the world are now built on a mirage of bubbles with serious consequences for growing and protecting wealth.

In an attempt to offset continued economic weakness, governments are reacting with spending, debt issuance, and intervention in the economy on a scale without precedent in modern history. Although these policies may buy time, they cannot solve the underlying issues. Ultimately, governments will repay debt with their last remaining option – printing more money. As money floods the system, this will drive inflation higher despite continued weakness in the economy.

Under these circumstances, the current conventional model of a static bond and stock mix will fail. It will fail investors in realizing reasonable returns. It will fail investors in preserving their purchasing power after inflation. And it will fail investors in protecting their capital and securing their retirement.

The conventional experts do not foresee such risks. But these same experts missed the prior 2000 tech bubble and 2008 housing and stock bubble.  Today they are missing the bubble in government debt and the ramifications of unbridled money creation. WindRock understands these issues and positions clients to not only minimize their risk associated with these dangers, but to profit from them.