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.

INDEPENDENT WEALTH ADVISORS 

 

Our firm is independent of large banks or proprietary brokerage firms, allowing for independent advice built on education, experience, and knowledge. Our fees are disclosed upfront clearly and transparently.

CLIENTS FIRST

 

Our only focus is on advising individual investors and their families, period.  We give our clients a simple and understandable roadmap to grow, protect, and eventually transfer their wealth.

FIDUCIARY

 

As fiduciary, we are held to the highest legal standard (duty of care) in financial services, which requires our advice and recommendations to always be in your best interest.

Financial advisers – Fee Only, Fiduciary, Independent