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.
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.
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.
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.
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.
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.
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
EXCELLENCE PERSONALIZATION INNOVATION INTEGRITY FIDUCIARY
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.
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.
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.
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 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.
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EXCELLENCE • INTEGRITY • INNOVATION • PERSONALIZATION
PERSONALIZATION - Our professional dynamic approach is Knowledgeable, Comprehensive, Complete, and Innovatively Built Just for you.
EXCELLENCE - A distinctive Personal approach, backed by our Knowledgeable qualifications create Beneficial Investment Strategies for Your Success.
FINANCIAL PLANNING • PORTFOLIO MANAGEMENT • WEALTH MANAGEMENT
Contact Wind River Wealth Advisers To Help Make Your Financial Goals A Reality.
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.
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