National Presence

Our Footprint

While we service clients nationwide, our current clients reside in 20 states

Our Clients

Corporate Executives

Corporate executives have planning needs that require careful evaluation of company plans. These may include stock options, 401K, deferred compensation plans, etc. We assist clients in transitioning corporate life to managing their investment portfolio.

Family Office & Heirs

Whether managing an ongoing financial legacy or inherited wealth, we guide and educate our clients through the unique complexities of multigenerational wealth. Our experience with these sophisticated topics has allowed us to help a wide range of clients and create family office structures for investors.

Business Owners

We assist business owners in assessing ways to unlock their concentrated business wealth, diversify the risks associated with their company, and recreate income streams subsequent to a company sale.


Clients nearing, planning for, or experiencing retirement require an action plan to feel secure in their future. This requires not only enough savings to maintain the type of lifestyle you have come accustomed to, but also to deliver enjoyment during the non-working years.


Many divorcees may have never managed their own financial affairs or understand the legal complexities in navigating a divorce proceeding. We help divorcees during these difficult times enabling them to move on with confidence and grace.

Sports Professionals

Professional athletes and coaches have dynamic needs that differ from most investors. They require specialized guidance and aid to not only establish long-term benefits but to maximize and evaluate their opportunities.

our team of experts are here for you

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.