Meet Wendy Nelson, CEO
EXCELLENCE • INTEGRITY • INNOVATION • PERSONALIZATION
MY PROMISE as CEO of Wind River Wealth Advisors TO YOU
- EXCELLENCE
I AM TRANSPARENT and Honesty
All fees, charges, and expenses are spelled out clearly before we do business. - INTEGRITY I AM A FIDUCIARY
Everything I do for you is always in your best interest. - INNOVATION PERSONALIZATION 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.
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Meet Wendy Nelson Your Personal Advisor at Wind River Wealth Advisors
Wendy Nelson is the President and Founder of Wind River Wealth Advisors. She has an extensive background in comprehensive wealth management with particular depth in multi-generational planning. Wendy’s goal is to deliver sound financial solutions and maintaining strong personal relationships with her clients.
Wendy focuses on personally investing in the clients’ portfolios to ensure consistent growth and minimized volatility over time. She has been managing portfolios for more than 20 years and has worked in financial services for more than 35 years.
Wendy Builds Relationships that form the Foundation of understanding Your needs and Building Your Portfolio at
Wind River Wealth Advisors
Wendy specializes in managing high-net-worth relationships grounded in comprehensive financial planning, asset management, trust, estate planning, business succession, and other wealth and income strategies. Wendy has 35-plus years of experience in the Securities Industry.
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In her spare time away from Wind River Wealth Advisors, Wendy loves spending time with her husband, Robert, and their many grandchildren. Together they enjoy skiing, fishing, backpacking, and everything the great outdoors has to offer.
Wendy has fun with all the family.
Wendy also is an active participant in the Rotary eClub of the Southwest USA. She has recently designed a Rotary project for battling Human Trafficking called CARE, BE AWARE, and SHARE. Wendy is a two-time past president of Rotary and has served on many committees to make the world a better place.
Why Our Team?
Your advisor at Wind River Wealth Advisors hires professionals to manage your portfolio daily.
This dynamic team approach allows your advisor to focus on YOU!
Listening to your needs
- Overseeing the selected portfolio strategists
- Making adjustments to your portfolio when needed
- Educating you on various financial topics
- Holding your hand in difficult markets and most importantly…
- Preventing you from making dangerous emotional mistakes
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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.
RETIREMENT - We weave Expert 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.
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 that's in your best interest.
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