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 Heritage

  • Our Philosophy

    Our approach to wealth management starts with your unique life goals.

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  • Our Philosophy

    We believe in taking a comprehensive and holistic approach to managing wealth with a wide range of financial solutions tailored to your specific needs.

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  • Our Philosophy

    We are committed to developing a long-term relationship built on trust that delivers the level of service you deserve and expect.

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Start 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.

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Independent by design.

We believe in pure, unbiased independent financial consulting, and placing our clients’ investment objectives before anything else. We maintain an environment where clients are known by name and not by account number, and where their well-being is held in the highest regard.

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Get the personal service you need.

Deciding to work with a Financial Advisor is an important step to help manage your future. By leveraging our knowledge, experience, and resources, we provide advice and guidance for all aspects of our clients’ financial lives to help them work toward their goals.

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