Wind River Capital Management

Strategies & Services

Our approach starts with you.

Whether you’re looking for a balanced, long-term potential investment opportunity, or short-term investment option, we seek to provide a consistent and strategic approach and deliver a wide range of strategies to help your specific needs and goals.

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.

Asset Management

Highly customized, institutional-quality investment solutions across a broad spectrum of asset classes designed to reflect your unique needs and goals.

Trust and Estate Services

We focus our years of experience and knowledge on helping you and your family establish an effective long-term plan.

*Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licenses to practice law in your state

Family Culture

Highly experienced consultants working within four centers of excellence focus on family and business history; business transition planning; family dynamics, education, and governance; and social impact analysis to address the multidimensional needs of managing great wealth.