Services Offered

Our goal is to provide a complete solution for our clients and not just management of one aspect of their “financial life”. We start with our Windrush Fact Finding step that allows us to fully understand what you want to achieve. It helps to put into perspective your prior experience with money, what your expectations are, your goals for yourself and your family and/or business, and finally wealth transfer to the next generation or charity. We will then build a financial plan that will be dynamic in nature and will be used in our future meetings to confirm our direction each time. Using this plan, we will then initiate steps toward:

• • Portfolio Design
  • Retirement Income Planning
  • Insurance Design
  • Family “Office” Cash Flow Management
  • Estate Management
  • Charitable Giving

Your next question should be how does Windrush Wealth make a living? Many of our clients hire us on an advisory basis which means we are paid on a percentage of assets that we manage. That includes the financial plan. On that track, we are required to be fiduciaries on your investments and thus we are legally and ethically bound to work in your best interest. In some cases, your financial plan design will need services such as life, disability, or long-term care insurance. Those products are strictly provided only on a commission basis by the industry, but our firm policy is always to put your interests first as noted by our pristine compliance record and we would be happy to disclose those commissions at your request.

We also understand our limitations when it comes to trust planning/creation, taxes, and other advanced planning needs such as business purchases and sales. We have many relationships with highly qualified professionals that we refer clients to help with those issues and we do not receive compensation for those referrals. Your simple trust is our goal.