To Your Future Prosperity!


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

About Us:

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

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



Schedule Meeting

NEW eBook: Entrepreneur's Guide to Personal Finance

Insights and a framework for building a sound financial plan for building a life after your entrepreneurial adventrure is over.

Download eBook

Current Reflections

Strategic Steps to Selling Your Business While Reducing Taxes Family LLC Planning and the Estate Tax Sunset Can the Small Cap Rally Continue?

How We Work

Work With People You Trust

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

Is your current retirement strategy going to succeed?

Email Sign Up