Schedule a meeting with Wendy nelson CEO of Wind River Wealth Advisors for your financial planning, portfolio management, wealth management
Wind River Wealth Advisors
Independent Financial Advisors
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Wendy nelson CEO of Wind River Wealth Advisors and her husband - The firms services includes, portfolio management, asset management, investment management, wealth management, retirement planning, and financial planning
Wendy Nelson, CEO
Wind River Wealth Advisors | Colorado Wyoming | Financial Advisors & Wealth Management
Meet Wendy Nelson
Schedule a meeting for all your wind river wealth advisors, independent financial advisory wind river wealth advisors, portfolio management, asset management, investment management, wealth management, retirement planning, financial planning, needs with Wendy nelson
TRUSTED WEALTH ADVISORS
We Create Financial Plans And Investment Strategy Based On Your Goals
Financial Planning for Your Future
Wendy nelson CEO of Wind River Wealth Advisors, who’s services include, portfolio management, asset management, investment management, wealth management, retirement planning, and financial planning relaxes as she fly fishes in Colorado and Wyoming
FINANCIAL PLANNING
Designed Just For Your Goals
Portfolio Management
Catch me on the Fly call 720-256-3986 for your wealth advisers, financial planning, portfolio management, wealth management
PORTFOLIO MANAGEMENT
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Catch Us on the Fly - Call 720-256-3986
WEALTH MANAGEMENT
WEALTH MANAGEMENT
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Smart Investment Strategies and portfolio management in sustainable stocks Perform for your financial planning, portfolio management, wealth management
Portfolio Management
EXCELLENCE ▪ PERSONALIZATION ▪ INTEGRITY ▪ INNOVATION
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Relax we are Independent fiduciary wealth advisers for all your financial planning, portfolio management, wealth management needs
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We are FIDUCIARIES
Fiduciaries are legally obligated to give you advice that's in your best interest.
Schedule a meeting with Wendy nelson CEO of Wind River Wealth Advisors for all your financial planning, portfolio management, wealth management needs
TRANSFORM YOUR WEALTH
Wind River Wealth Advisers Are Available To Help Guide Your Investment Strategy
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WELCOME TO Wind River Wealth Advisors

EXCELLENCE ▪ PERSONALIZATION ▪ INTEGRITY ▪ INNOVATION

 

Wind River Wealth Advisors is headquartered in Wyoming and serves clients throughout the United States.  Wind River Wealth Advisors is an independent financial planning, portfolio management, and wealth management firm established by Wendy Nelson.  Wendy established the firm to provide beneficial financial planning, portfolio management, wealth management, and investment management for your retirement planning, financial planning, asset management, and portfolio management.  Wind River Wealth Advisors protects your portfolio and financial plan with knowledgeable actionable strategies and comprehensive customized plans created in partnership with the client and an independent financial advisor.  All our Advisors are Fiduciaries.  At Wind River, we believe in creating TRUST through TRANSPARENCY and HONESTY.

Our Investment Philosophy is Smart, Simple, and Powerful

 

Wendy Nelson and Wind River Wealth Advisors' mission is to help investors achieve financial confidence by offering them individualized comprehensive financial planning.  Our services include portfolio management, wealth management, and investment strategies that seek to deliver returns aligned with your financial goals and plan.

Independent Financial Advisory SERVICES

Financial Planning ▪ Portfolio Management - Investment Strategies ▪ Wealth Management for Retirement

 

I believe you ought to feel confident in your financial future.

I am here to help as Your Wealth Manager and knowledgeable Portfolio Manager.

Photo of Wendy nelson CEO of Wind River Wealth Advisors, services include, portfolio management, asset management, investment management, wealth management, retirement planning, and financial planning

WENDY NELSON, CEO

Meet Wendy Nelson, CEO

Phone 720-256-3986 Now or Schedule a Personal one-on-one Online

Let's Explore Your Future 720-256-3986

 

We Offer Individual, Non-proprietary Solutions Solely in our Client's Best Interest and Plan

 

Wind River Wealth Advisors' investment philosophy is smart, simple, and powerful.  We believe the investment experience does not have to be confusing or complicated.  At Wind River Wealth Advisors, we take pride in our ability to design comprehensive Financial Planning Portfolios and Methodologies tailored to your unique needs.  Together we help to protect the profits as the accounts grow to reach your goals.

Independent Financial Advisory SERVICES

Financial Planning ▪ Portfolio Management - Investment Strategies ▪ Wealth Management for Retirement
wind river wealth advisors, Wendy Nelson, services include financial planning, investment management, wealth management, retirement planning, financial planning, asset management, portfolio management, as judiciary financial advisor headquartered in WY; we put your needs first

Financial Planning for Your Future

PERSONALIZATION - Our professional dynamic approach is Knowledgeable, Comprehensive, Complete, and Innovatively Built Just for you.
READ MORE
wind river wealth advisors, Wendy Nelson, services include financial planning, investment management, wealth management, retirement planning, financial planning, asset management, portfolio management, as judiciary financial advisor in CO and WY we put your needs first

Investment Strategies for Success

EXCELLENCE - A distinctive Personal approach, backed by our Knowledgeable qualifications create Beneficial Investment Strategies for Your Success
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Wind River Wealth advisors, Wendy Nelson, services include financial planning, investment management, wealth management, retirement planning, financial planning, asset management, portfolio management, as judiciary financial advisor headquartered in WY, serving clients throughout the United States, we put your needs first

Wealth Management for Retirement

RETIREMENT - We weave Individualized retirement consulting directly into our Retirement Planning and Investment Management for Retirement
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BENEFITS TO YOU

WIND RIVER WEALTH ADVISORS ▪ PORTFOLIO MANAGEMENT ▪ ASSET MANAGEMENT ▪ INVESTMENT MANAGEMENT ▪ WEALTH MANAGEMENT ▪ RETIREMENT PLANNING ▪ FINANCIAL PLANNING ▪

 

When becoming a client of Wind River Wealth Advisors, you can be confident that you are working with a team of wealth managers focused exclusively on helping to empower you with the highest probability of investment success. In addition, we work to protect your investments along the way.

Wind River Wealth Advisors Clients are INVESTORS FROM DIVERSE BACKGROUNDS and all walks of life

Wind River Clients

INVESTORS FROM DIVERSE BACKGROUNDS and all walks of life, ranging from new retirees to young families. At Wind River Wealth Advisors, we Believe in Creating TRUST through TRANSPARENCY.

Why Choose Wind River Wealth Advisors - Wind River Wealth Advisors is an Independent Judiciary Financial Advisory Firm that provides comprehensive financial planning, portfolio management, wealth management, retirement planning to help create your dreams.

Why Choose Wind River Wealth Advisors

At Wind River Wealth Advisors, we are driven by your success.  We help our clients invest with intention-meeting goals, growing their wealth, and protecting their families.  By aligning our guidance, investing principles, and planning with an equal passion, we go beyond being an investment adviser to become a dedicated partner.

Wind River Wealth Advisors, portfolio management, asset management, investment management, wealth management, retirement planning, financial planning require Investment Discipline

Investment Discipline

Our investment philosophy is smart, simple, and powerful.  We believe the investment experience does not have to be confusing or complicated.  At Wind River Independent Wealth Advisors, we take pride in our ability to design comprehensive Financial Planning Portfolios and Methodologies tailored to your unique needs.  Together we help to protect the profits as the account grows to reach your goals.

The Wind River Process, Discover, Analyze, Advise, Implement. Monitor and Evolve

The Wind River Process

Discover ▫ Analysis ▫ Advise and Implement ▫ Monitor and Evolve

Reasons to Trust Wind River

Reasons to Trust Wind River

We are committed to your success ▫ Independent Financial Advisors ▫ Fiduciary who Treat Our Clients as Individuals and Not Numbers ▫ Your money is held by an Independent Custodian

Wind River Wealth Advisers Media and Useful links

Media and Useful Links

Media that will help you Make sense of Financial Planning ▫ Portfolio Management - Investment Strategies ▫ Wealth Management for Retirement

EXCELLENCE ▪ PERSONALIZATION ▪ INNOVATION ▪ INTEGRITY ▪ FIDUCIARY

Wind River Wealth Advisors - Wendy Nelson Wealth management Financial Advisors Located Colorado-Wyoming

MY PROMISE as CEO of Wind River Wealth Advisors TO YOU

 

  • EXCELLENCE ▫  I AM TRANSPARENT and HONEST
    All fees, charges, and expenses are spelled out clearly before we do business.

 

  • PERSONALIZATION ▫ INNOVATION ▫ I AM CLEAR I take the time to help you see the big picture
    You will always know exactly where you stand, what your plan means, and why we are taking action.

 

  • INTEGRITY ▫ I AM A FIDUCIARY
    Everything I do for you is always in your best interest.
Photo of Wendy nelson CEO of Wind River Wealth Advisors, services include, portfolio management, asset management, investment management, wealth management, retirement planning, and financial planning

WENDY NELSON, CEO

Strategic Investment Alliances

THE RIGHT PORTFOLIO MANAGEMENT MIX FOR YOUR RETIREMENT AND FINANCIAL PLANNING

Wind River Wealth Advisors is an Independent Financial Advisory Firm with Powerful Alliances

 

Links to third-party web sites are provided as a convenience.  Wind River Wealth Advisors or Geneos Wealth Management, Inc. does not control, endorse, or support the content of third-party sites.  By clicking on a third-party link, you will leave this website and connect to the new website where privacy and security policies may differ from those practiced by Wind River Wealth Advisors and Geneos Wealth Management, Inc.  You are solely responsible for the consequences of any use of or reliance on such content.

 

Your Rights Under SIPC Protection | FINRA.org

Wendy Nelson, CEO President and Founder of Wind River Wealth Advisors, is committed to our clients’ success. We do this by ensuring they are working with a fiduciary Independent Financial Advisor who puts your interest first
Logo For Wind River Wealth Advisors, excellence, personalisation, integrity, innovation

WIND RIVER WEALTH ADVISORS PROMISE TO YOU

When You become a client of Wind River Wealth Advisors, you can be confident you are working with Wendy Nelson and her team. They are exclusively focused on helping to empower you with the highest probability of investment success while helping to protect your investments along the way.

What Is An Independent Financial Advisor?

Investment Adviser Representatives are professional financial advisers that provide personalized financial advice to their clients, many of whom have complex financial needs.  Because these advisors are independent, they are not tied to any particular family of funds or investment products.  As fiduciaries, they are held to the highest standard of care—and are required to act in the best interests of their clients at all times.

OUR TEAM

ABOUT US

Wind River Wealth Advisors, headquartered in Wyoming, and serves clients throughout the United States, is an Independent Financial Advisory Firm that provides comprehensive wealth management to meet your dreams.  Our mission is to provide efficient investment strategies for individuals to help them grow and protect their money with confidence and planning.

To Check Firm or Individual Background, please go to Finra’s Brokercheck

Wind River Wealth Advisors - Team - Axiom’s team of professionals takes care of the intricate details so advisors can spend more time with their clients, listening to their needs and concerns as they develop life-long relationships. We listen, we understand, we make it work. All so you can prosper.

Our Team

Experienced, Seasoned, and Committed to Your Success
"We Listen, You Prosper“
Photo of Wendy nelson CEO of Wind River Wealth Advisors, services include, portfolio management, asset management, investment management, wealth management, retirement planning, and financial planning

Wendy Nelson

CEO
Wendy Nelson

Wind River Wealth Advisers are dedicated to a fiduciary standard for all your Financial Planning, Portfolio Management, and Wealth Management needs.  This is our commitment to uphold a duty of loyalty and care to our clients in everything we do.  This is important when seeking advisers for your financial well-being because it means we have an obligation to always look out for your best interest.

The world of investment advice is plagued with conflicts of interest, obscure disclosure, and an overall lack of transparency.

At Wind River Wealth Advisers, we believe in creating TRUST through TRANSPARENCY and HONESTY.

Working with an investment advisor who will act as your FIDUCIARY creates INTEGRITY that can help to eliminate many of the problems associated with commission-oriented, product-focused salespeople.

Because a FIDUCIARY is required by law to give full disclosure of how they are paid as well as any conflicts of interest they may have before you do business with them, you as the consumer are in a better position to make an informed decision.

Meet Wendy Nelson, CEO

Phone 720-256-3986 Now or Schedule a Personal one-on-one Online

Let's Chat - Call 720-256-3986 Now!

Market Updates and News

The Latest Thought Leadership Articles ▪ White Papers ▪ Good News Content ▪ From the Wind River Wealth Advisor Team
In this year’s recap: The year 2023 was dominated by inflation and the Federal Reserve's restrictive policy in response to it.

Stock Market Week “Investors were confronted with plenty of market-moving information last week,” 010/07/2024 by Wendy Nelson

Oct 08 WENDY NELSON

  FINANCIAL STOCK MARKET  WEEK Market Week: October 7, 2024  "Investors were confronted with plenty of market-moving information last week," […]

Market Week

Stock Market Week “Wall Street enjoyed a solid week of gains,” 09/30/2024 by Wendy Nelson

Sep 30 WENDY NELSON

  FINANCIAL STOCK MARKET  WEEK Market Week: September 30, 2024  "Wall Street enjoyed a solid week of gains,"  by Wendy […]

Read this week's recap

Market Month: August 2024 “Stocks closed mostly higher in August,” by Wendy Nelson

Sep 24 WENDY NELSON

  Market Month: August 2024 "Stocks closed mostly higher in August,"  by Wendy Nelson    The Markets (as of market […]

Let's Get Acquainted

Wind River Wealth Advisors - ENJOY Your Retirement Years

Call 720-256-3986 to Set Up a FREE "Let’s Get acquainted" Meeting Join our FREE Monthly Networking and Investment Event

Contact Wind River Wealth Advisors

Contact Our offices headquartered in Wyoming, serving clients throughout the United States, at 720-256-3986 or 307-203-7413.

 

EXCELLENCE • INTEGRITY • INNOVATION • PERSONALIZATION

 

wind river wealth advisors, Wendy Nelson, services include financial planning, investment management, wealth management, retirement planning, financial planning, asset management, portfolio management, as judiciary financial advisor headquartered in WY; we put your needs first

 

PERSONALIZATION - Our professional dynamic approach is Knowledgeable, Comprehensive, Complete, and Innovatively Built Just for you.

wind river wealth advisors, Wendy Nelson, services include financial planning, investment management, wealth management, retirement planning, financial planning, asset management, portfolio management, as judiciary financial advisor in CO and WY we put your needs first

 

EXCELLENCE - A distinctive Personal approach, backed by our Knowledgeable qualifications create Beneficial Investment Strategies for Your Success.

Wind River Wealth advisors, Wendy Nelson, services include financial planning, investment management, wealth management, retirement planning, financial planning, asset management, portfolio management, as judiciary financial advisor headquartered in WY, serving clients throughout the United States, we put your needs first

 

RETIREMENT - We weave Professional retirement consulting directly into our Retirement Planning and Investment Management for Retirement.

 

FINANCIAL PLANNING • PORTFOLIO MANAGEMENT • WEALTH MANAGEMENT

 

Contact Wind River Wealth Advisers To Help Make Your Financial Goals A Reality.

 

Please CALL 720-256-3986

 

Wind River Wealth Advisors is an Independent Financial Advisory headquartered in Wyoming, serving clients throughout the United States, that provides comprehensive wealth management to meet your dreams.  Our mission is to provide efficient investment strategies for individuals to help them grow and protect their money with confidence and planning.

As fiduciaries, Wind River Wealth Advisors are legally obligated to give you advice in your best interest.

Set Up A FREE "Lets Gets Acquainted" Meeting CALL 720-256-3986 to Chat with Wendy