We’re invested
in your family.
Windrose understands that often the only people who can be trusted to protect your wealth is your family. We should know. That's how we started.
But even family needs help in future-proofing their legacy against market volatility. We’re your trusted partner who has already faced the same challenges. That's why Windrose developed a holistic method called our “All-Weather” Approach.
Every family has unique goals they want to protect for years – generations – to come. We understand this important point better than anyone in the business. And we know how to make it happen.
Representing our core values.
We are fully engaged, committed and always helpful.
We deliver a methodical and consistent approach.
We possess broad, applicable knowledge and develop smart wealth management solutions.
We are unquestionably and unconditionally trustworthy.
Expertise rooted in experience.
Our investment team brings decades of experience from leading endowments such as MIT, Partners HealthCare, and Amherst College. Beyond portfolio management, we support clients with wealth planning, budgeting, asset-liability alignment, and credit rating processes. We’ve sat on both sides of the table — as advisors and as decision-makers — serving on investment committees for institutions like MITIMCo and Hebrew Senior Life. Our Advisory Board includes leaders from Boston College, Boston Children’s Hospital, Barclays Bank, and more — bringing broad insight and deep accountability to everything we do.