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
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
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
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
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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WEALTH MANAGEMENT
WEALTH MANAGEMENT
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Portfolio Management
EXCELLENCE ▪ PERSONALIZATION ▪ INTEGRITY ▪ INNOVATION
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

WELCOME TO Wind River Wealth Advisors

EXCELLENCE ▪ PERSONALIZATION ▪ INTEGRITY ▪ INNOVATION

 

Wind River Wealth Advisors with offices in Denver, Colorado, and Cora, Wyoming with clients in many states.    Wind River Wealth Advisors is an independent financial planning, portfolio management, 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 within line 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.

Independent Financial Advisory SERVICES

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

Financial Planning for Your Future

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

RETIREMENT - We weave Expert 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 exclusively focused on helping to empower you with the highest probability of investment success.  We work to protect your investments along the way.

Wind River Wealth Advisors Clients are INVESTORS FROM DIVERSE BACKGROUNDS and all walks of life
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.
Wind River Wealth Advisors, portfolio management, asset management, investment management, wealth management, retirement planning, financial planning require Investment Discipline
The Wind River Process, DISCOVER, ANALYSIS, ADVISE AND IMPLEMENT. MONITOR AND EVOLVE
Reasons to Trust Wind River
Wind River Wealth Advisers Media and Useful links

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 with offices in Colorado, and Wyoming 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.

The Axiom 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
https://windriverwealthadvisors.com/wendy-nelson-ceo/

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.

Schedule a Meeting With Wendy Nelson, CEO

Schedule a Personal One-on-one

Market Updates and News

The Latest Thought Leadership Articles ▪ White Papers ▪ Good News Content ▪ From the Wind River Wealth Advisor Team
A review of Q3 2021, Presented by Wendy Nelson

2021 – Market Pro 3rd QTR update

In this Q3 recap: U.S. economic growth slows in the face of Delta variant headwind. Europe’s economic outlook remains positive. […]

The Wind River Process, DISCOVER, ANALYSIS, ADVISE AND IMPLEMENT. MONITOR AND EVOLVE

7 Reasons to Trust, a Fiduciary Wealth Advisor

In this article, we discuss 7 Reasons to Trust, a Wind River Fiduciary Wealth Advisor. Why TRUST through TRANSPARENCY and […]

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.

Living In the Beach

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Let's Get Acquainted

Wind River Wealth Advisors - ENJOY Your Retirement Years

Contact Wind River Wealth Advisors

Contact Our offices In Colorado or Wyoming

 

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 in CO and 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 in CO and WY we put your needs first

 

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

 

FINANCIAL PLANNINGPORTFOLIO MANAGEMENT WEALTH MANAGEMENT

 

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

 

Please Schedule a Meeting  on My Event to my Calendar.

 

Wind River Wealth Advisors is an Independent Financial Advisory Firm in Colorado and Wyoming 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 that's in your best interest.

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