To Your Future Prosperity!

 

Windgate Wealth Management, a Chicago-based Advisory firm, has been helping families and business owners meet their financial goals for over 25 years.

As an employee-owned Registered Investment Advisor, we are governed by a fiduciary duty to act in your best interests. This forms a partnership where your plans for the future are reflected in everything we do

Tell Us About Yourself:

files I need a plan to ease my financial anxiety

A Certified Financial Planner® (CFP) will develop a goal-based plan to solve your budgeting, investing, retirement planning, and many other needs. Learn more

 

graph-arrow I need professional help managing my wealth

We design and manage investment portfolios defined by your specific financial goals and your attitude toward risk. Learn more

 

piggy bank I’d like to provide a retirement plan for myself and my employees

We help design and manage company retirement plans including 401(k)’s, cash balance plans, and SEP IRAs to help you provide for your employees, grow your personal wealth, and reduce your tax liability. Learn more

 

shake I believe in supporting the financial well-being of my employees

Our Fi-Care Financial Wellness Benefits provide your team members with a Certified Financial Planner® to help them achieve their personal goals and maximize time and focus. Learn more

 

Fiduciary – a person to whom property is entrusted for the benefit of another.

The Benefits of Building A Culture of Financial Confidence

Gain insight and strategies to address this critical component of employee satisfaction

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Current Reflections

Stop Giving Your Cash to Charities (Use Appreciated Stock Instead) FAFSA Myths Busted: How affluent families might still qualify for aid Supercharge your Roth IRA

How We Work

Work With People You Trust

How can time “in” the market and big picture planning help you meet your goals?

How Much Risk is Right for You?

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