Financial Planning

INVESTMENT MANAGEMENT ▪ WEALTH MANAGEMENT ▪ RETIREMENT PLANNING ▪ FINANCIAL PLANNING ▪ ASSET MANAGEMENT ▪ PORTFOLIO MANAGEMENT

 

Comprehensive Financial Planning

Financial planning encourages intelligent financial decision-making.  Therefore, we take a creative and comprehensive approach to planning focused on your distinct needs rather than one-size-fits-all.

 

"Successful Investing takes time, discipline, and patience.  No matter how great the talent or effort, some things just take time…" 
- Warren Buffett

 

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
Wind River Wealth Advisors offices are headquartered in Wyoming and serve clients throughout the United States.  We provide comprehensive financial planning to fulfill your lifelong dreams.  Our mission is to provide efficient investment strategies for individuals and businesses to help them grow and protect their money with confidence and planning.

Comprehensive Financial Planning allows You to Live An Authentic Life

When authentic, it means coming from a real place within.  It is when our actions and words are congruent with our beliefs and values.  Similarly, a financial plan should align your money and values, revealing an actionable map or guide to visualizing and realizing your goals to live authentically.

Knowledgeable Financial Planning allows You to Be What You Want to Be

Financial planning is more than saving and investing for retirement.  It creates a foundation for why you invest, which may include near-term goals such as buying a home, starting a business, or saving because you enjoy travel.  Discussing your plans validates them and helps us better understand the person you want to be today and tomorrow.

Spending Time Wisely

Investing, planning, rebalancing, and asset allocation are examples of things our clients do not spend valuable time doing.  Our advisory service takes care of those day-to-day activities to give you more time doing what you enjoy and being with loved ones.  It's that simple.

"Make use of time; let not advantage slip."
- William Shakespeare

 

Your Rights Under SIPC Protection | FINRA.org 

 

Contact Wind River Wealth Advisors

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

 

EXCELLENCE • INTEGRITY • INNOVATION • PERSONALIZATION

Set Up A FREE "Lets Gets Acquainted" Meeting

 

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

Schedule a Meeting With Wendy Nelson, CEO

Schedule a Personal one-on-one

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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 and 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 that's in your best interest.