Wealth Management
SERVICES

ACHIEVING


YOUR VISION

Once you’ve earned it, you’re supposed to let your money work for you. But that’s easier said than done. Where do you start? Which investments should you choose? What’s the right strategy for you? You have a vision for your financial future. It’s time to take action. Turn that vision into an achievable reality. Partner with us. To plan your course of action. For wealth management.

We’ll help you identify your short-term and long-term goals. We’ll analyze your risks. Your current financial situation. Provide strategic recommendations and adjustments. In times of market stability and volatility, we give you industry knowledge. Experience. Insights. Objective advice. All to help you move the needle and make informed decisions. We provide guidance to help you reach your financial goals.

GOING BEYOND BASICS

OUR WEALTH MANAGEMENT SERVICES

Budgeting

Education Financing Strategies

Personal Financial Planning

Retirement Planning

Investment Management

Tax & Estate Planning

Qualified & Nonqualified Plan Investments

Risk Management & Insurance

Let Windroot Help You

Get the attention and expertise you deserve.

Contact us if you're ready to get started or would like more information regarding our Wealth management services.


WHO WE SERVE

Our firm is in Schaumberg, IL. Most of our clients are located in the surrounding areas. But our reach expands across all 50 states.

commited to


Client Satisfaction

Last year, 1000+ small business owners connected with Windroot to save time, money, and stress.

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Windroot Document Portal

The is a complimentary resource that allows clients to exchange important documents and information with Windroot CPAs.

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