Wind River Capital Management
Dedicated. Trustworthy. Experienced.
About Us
With Wind River Capital Management, you can expect big-picture thinking and custom strategies. Our highly skilled, dedicated team takes the time to ask questions, listen, and get to know you personally. Paired with innovative thinking and thoughtful guidance, we develop custom solutions tailored to each individual, family, and institution we serve.
Our HeritageStart planning now for the future.
To help you reach your investment objectives, we offer a wide range of financial solutions tailored to the specific needs of individual investors and institutional clients.
Investment Services
Highly customized, institutional-quality investment solutions across a broad spectrum of asset classes designed to reflect your unique needs and goals.
Legacy and Wealth Planning
We work with families to create a multigenerational wealth strategy that reflects values and priorities, and engages younger generations to carry on a successful legacy.
Trust and Estate Services
We focus our years of experience and knowledge on helping you and your family establish an effective long-term plan.