Company Overview
- Headquarters
- 800 South Street, Suite 600, Waltham MA
- Website
- windroseadvisor.com
- wh****@windroseadvisor.com
- Phone
- (617) 421-1750
- Employees
- 25
- Founded in
- 2009
- Industry
- Financial Services
Financials & Stats
Revenue
$10B
Who is Windrose Advisors
Windrose Advisors is an independent wealth management firm based in Waltham, Massachusetts. The firm manages investment strategies for a select clientele of families, foundations, and endowments. With 25 employees, Windrose Advisors provides customized investment advice tailored to each client's unique financial goals and objectives. Windrose Advisors specializes in delivering sophisticated investment solutions designed to meet the complex needs of high-net-worth individuals, families, foundations, and endowments. Their team of experienced professionals provides comprehensive wealth management services, including portfolio construction, asset allocation, and risk management. As an independent boutique firm, Windrose Advisors prioritizes personalized attention and a client-centric approach. They believe in building long-term relationships with their clients based on trust, transparency, and a deep understanding of their financial aspirations. For more information about Windrose Advisors and their services, please visit their website at www.windroseadvisor.com.
Company Leadership
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