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Rooted in Values

Our
Philosophy

WindRock’s name is inspired by a majestic rock off the coast in the Pacific Ocean. A timeless anchor of stability, it symbolizes WindRock’s role in navigating a windy and uncertain world.

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.

Specialized Approach

Our Unique Characteristics

Our tailored solutions, combined with our research, expertise, partnerships, and dynamic business model creates an approach to wealth management that is client-focused and not found in our industry.

FAQs

RIA + Family Office Platform

Macroeconomic Big-Picture

Entrepreneurial Insight

Genuine Relationships

FAQs

Our Values

The values we stand for define what is important to us at WindRock Wealth Management

INSIGHT

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

TRUST

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

OPPORTUNITY

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

our team of experts are here for you

CONTACT US
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225 W. Jefferson Ave., Suite 2
Naperville, Illinois  60540

Why Windrock

Our Services

Our Clients

Our Research

RIA + Family Office Platform

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. 

Macroeconomic Big-Picture

We are economic thought leaders following the free-market oriented Austrian school of 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 printed money with serious consequences for growing and protecting wealth.

Entrepreneurial Insight

We founded WindRock and several other successful investment firms. Our DNA is deeply rooted in an entrepreneurial and business-building culture, whereas most advisory firms have bureaucratic banking cultures focused on sales.We have been early investors in the build-to-rent real estate phenomena, cryptocurrencies, cannabis and owning farmland and physical gold & silver directly and outside of the system. Most advisors are late followers, going with the herd long after the compelling returns are gone.

Genuine Relationships

We are a boutique firm focused on a select group of like-minded clients, whereas other firms are focused on accumulating assets under management as quickly as possible as they move on to the next client. We’ve built relationships and friendships that span over 25 years by being trusted holistic advisors going above and beyond investment advice.

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.