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


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.


LET'S GET STARTED

We have a team of skilled CPAs. A full suite of Accounting services. We’re here to help you.

Windroot is Different

A leading advisory, tax and assurance firm dedicated to building long-lasting relationships and helping you win now and anticipate tomorrow. We have only one agenda: Yours. Review strategies to help you strengthen your business’s financial health so you can create stability and prepare for the future.

Services Tax Preparer Accountant Controller CFO Windroot

Tax Planning &
Preparation

A/R & A/P
Month End Closing
Financial Reporting
Cash Flow & Budgeting
ERP Software Implementation
Strategy & Funding

The right team and tools for your business.

When you become a Windroot client, you receive personalized guidance on ways to improve your business, in addition to customized accounting and tax services. We create genuine relationships and meaningful experiences with our clients to solve their most pressing problems and seize opportunities.

commited to


Client Satisfaction

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

Want to know more?

Find out how Windroot can help your business grow.

Windroot Document Portal

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

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Something isn’t Clear?

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