About Us

There are no faceless account numbers at Wind River

We believe in pure, unbiased financial advice and in placing our clients’ investment objectives above all else. For us, it’s a privilege to get to know your story and the many different facets of your financial journey. Everything we do – from investment management to helping you work toward the seamless, secure transfer of wealth to your heirs – is designed to support you in your unique goals.

As independent advisors, we are not bound by the limitations of larger corporate wealth managers. Our capabilities and resources are equivalent to larger firms, but we are free from the pressures to sell the products and services of one particular company. To us, our clients well-being is our top priority.

Our Values

Integrity

You’re entrusting us with your finances, and we honor that. We pride ourselves on transparency and accountability in all that we do.

Passion

We are proud of what we can do for our clients and love the work that we get to do. Your goals are our goals.

Commitment

From start to finish, we are in it for the long haul. We’ll ride the market waves with you and stay focused on the long-term.

Stewardship

We are caretakers of your assets, and our community. We intend to leave them better than they were found.

Trust

We are here to make your life easier. We do what we do so you can rest easy knowing your goals are prioritized.

Long-Term Lens

We use a long-term lens and think decades ahead. We constantly ask ourselves how we can make life better for our clients and our community.

How Can We Make Life Better For You?

We’re a team of financial professionals that aspire to act as caretakers of our clients wealth so they can enjoy what is most important to them.

Meet the Team

Our expertise extends beyond investments. We help our clients manage all aspects of their financial world.

Learn About Our Services

We Find Inspiration In Our Surroundings

Our name is inspired by the mountains that surround us, and the Wind River Range is like no other in the world. It’s the largest range in Wyoming and encompasses 2.25 million acres. The Winds contain 7 of the 10 largest glaciers in the lower 48 and are filled with more than 2,300 crystalline lakes and ponds. The terrain offers limitless adventures; it is rugged, vast and ever-changing, just like the financial landscape we guide clients through.

To navigate the glacier-carved cirques and valleys you need the right tools accompanied by a steadfast plan, patience and some grit. We take the same approach to the markets as we do with our adventures into the Winds. We give our clients the right tools, formulate a plan and we work together to navigate the terrain until we get to where we are going.

The Tetons are home, but the Winds inspire us to greater heights.

Our Heritage

In 1982, the first investment advisory practice in Jackson, Wyoming was opened by Kelly Lockhart as A.G. Edwards (a predecessor of Wells Fargo Advisors). Today this same office is known as Wind River Capital Management. After a series of acquisitions, Chad Driewer and Cody Lockhart took Wind River independent in 2018 to continue to provide the same exceptional service and unbiased advice upon which the firm was founded. The firm remains the oldest and largest investment practice in Jackson today.

Our Investment Philosophy

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