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News & Events
Five Star Award Winner
We are the proud recipient of the Five Star Wealth Manager Award. Five Star Professional employed a rigorous research process to identify the Five Star Wealth Manager award winners in the Chicago area. Award-winning professionals were carefully selected from among thousands of wealth managers for their knowledge, service, and experience. Award winners represent an exclusive group of wealth managers who have demonstrated excellence in their field by satisfying 10 objective selection criteria.
To view award, please click here.
Building a Culture of Financial Confidence
Windgate Wealth Management and The Illinois Technology Association (ITA) have released a white paper providing practical insights for companies who believe in supporting the financial well-being of their employees. Building a Culture of Financial Confidence provides employers with strategies to address the issue of how less than half of workers believe their employer cares about their financial well-being, while a much higher percentage (77 percent of Millennials, 73 percent of Gen X, and 55 percent of Baby Boomers) indicate that they are more likely to be attracted to a company that does care.
To download the full whitepaper, visit illinoistech.org/news/financial-confidence.
Source: Metlife Employee Benefit Trends Study, 2016.
Built In Chicago’s 2016 Moxie Awards
Windgate Wealth Management is proud to sponsor Built In Chicago’s 2016 Moxie Awards. The Fifth Annual Moxie Awards gather Chicago’s most innovative digital entrepreneurs to recognize outstanding individuals and companies. Sean Condon, CFP® will present the award for Best Company Culture.
Windgate Wealth Management Joins Illinois Technology Association
Windgate Wealth Management is excited to become a member of the Illinois Technology Association (ITA). ITA includes nearly 500 member companies who are helping to build the Chicago tech community. Companies looking to build their team, promote their business and collaborate with like-minded executives join ITA to benefit from the premier connector and advocate for the region. Windgate Wealth Management shares a passion with ITA members for the advancement of local businesses and looks forward to assisting the industry through professional services.
Charles Schwab IMPACT Investment Conference
Where: San Diego Convention Center
When: October 24-27
Windgate will be in attendance at the Charles Schwab IMPACT 2016 Investment Conference October 24-27 in San Diego. IMPACT is an invitation-only industry conference where registered investment advisors come together with influential presenters, exhibitors, and subject-matter experts to network and learn about industry issues and best practices. Every facet of the conference is designed to help attendees continue to remain at the forefront of the industry.
Crain’s Chicago Business – March 2014: The Little Stock Fund Engine That Did
Windgate Wealth Management’s investment team is highlighted in Crain’s Chicago Business for its 2013 performance, due in part to seeking ‘broken Initial Public Offerings,’ companies that have stumbled after selling stock to the public. According to the article: “[the] Chicago-based firm’s assets in the two funds plus a separate high net worth advisory arm called Windgate Wealth Management climbed to $750 million this year, jumping 67 percent from $450 million in 2012.”
Windgate Supports Hephzibah Children’s Association
Windgate was proud to sponsor The Hephzibah Children’s Association Heart of Gold Ball in March. Held at Chicago’s Bridgeport Art Center, with dramatic views of the city’s skyline, the event was a rousing success. “What a fabulous night this was,” said Hephzibah Executive Director Mary Anne Brown. It was exactly what we all needed to shake off the winter doldrums. This is a crowd that likes to party, and we raised more than $230,000 for Hephzibah’s kids while having the time of our lives.”
Hephzibah is one of Chicagoland’s oldest charities—founded in 1897 when Mary Wessels opened her Oak Park, IL home to children from a nearby orphanage that had been destroyed by fire. Today, Hephzibah’s mission is to help children thrive and families flourish. Hephzibah serves 1,200 children and families annually through three main program concentrations: A Group Home for abused and neglected children, Family Based Services that provide training and licensing for foster parents, and a Day Care program for working families.
Previously this year, Windgate advisor and Hephzibah volunteer Sean Condon led a financial literacy workshop for a group of foster children. “Sean did a great job of simplifying his message and facilitated good conversation – even our staff took notes!,” said Sarah Niederman, a Hephzibah social worker and director of the Life Skills program, a class designed for foster children who are on the brink of adulthood.
“The Heart of Gold Ball was a special event and we are proud to support a group that is changing children’s lives,” said Sean. “I was doubly thrilled to introduce the organization to several CPAs and attorneys who do great work with our clients.” At the end of the day, Windgate left with a stronger sense of camaraderie and commitment to community which is vital to the success of any firm. And most of all, we were able to contribute to families and kids in need.
Sean and Elizabeth Condon (second and third from left, back row) and Guests at the Hephzibah Heart of Gold Ball