Windgate Wealth Management

Services Offered

• retirement planning
• investment management
• financial wellness programs

About

Windgate Wealth Management is a financial planning firm based in Chicago, Illinois, dedicated to helping families and business owners achieve their financial goals. With over 25 years of experience, they operate as an employee-owned Registered Investment Advisor, ensuring a fiduciary duty to act in the best interests of their clients. The firm offers a range of services including retirement planning, investment management, and the Fi-Care Financial Wellness Benefits program for businesses. Their target audience includes both individual clients and business owners looking to enhance their employees' financial well-being.

Reviews

Location

Business Information