Windrose Advisors is an independent, fee-only Registered Investment Advisor (RIA) that operates as a multi-family office. The firm specializes in providing integrated wealth management services, including investment advisory, financial planning, tax and estate planning, and risk management. Their mission is to serve as a trusted advisor to a select group of affluent families, helping them navigate complex financial matters and achieve their long-term goals through a disciplined and personalized approach.

Founded in

United States