Naperville, IL Office
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Windrock Wealth Management
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Firm-wide stats for Windrock Wealth Management
About
WindRock serves high‑net‑worth individuals, families and family offices with discretionary wealth management, family office solutions and retirement‑plan fiduciary consulting. The firm manages roughly $363 million in client assets and typically works with families that have multi‑million dollar portfolios and wealth management clients with mid‑six‑figure account sizes.
The firm follows a macro‑driven asset allocation process across four broad categories—global equities and tactical allocators, global bonds, hard assets and unique private investments—combining third‑party research, outside managers and in‑house judgment. Client communication and reporting include quarterly reports and webcasts and WindRock also distributes periodic newsletters and research pieces to clients.
What distinguishes WindRock from many peers is its active role in private fund activity: the firm sponsors and advises affiliated private investment vehicles and the principal holds minority ownership or advisory interests in several of those entities, creating situations where clients may be offered affiliated private offerings. WindRock also offers performance‑based fee arrangements for qualified clients on select strategies and has recently implemented limited use of AI tools to support research and operational workflows.
Based on Windrock Wealth Management
Expertise
Based on Windrock Wealth Management
Location
225 West Jefferson Avenue, Suite 2
Naperville IL 60540
Advisors at this office
2
Advisors at this office
Brett R
CFA®
Naperville, IL
Windrock Wealth Management
Brett Rentmeester is a CFA® charterholder and president of Windrock Wealth Management in Naperville, IL, with 13 years of industry experience. He was previously employed by Altair Advisers, a Chicago-based investment advisor, until early 2013. Rentmeester is also a partial owner of Iridius Investment Advisors LLC, a private fund advisory firm focused on real estate, cross-border, and financial services investments. Windrock Wealth Management serves high-net-worth individuals, family offices, and retirement-plan sponsors by providing discretionary portfolio management, family office solutions, and fiduciary retirement-plan consulting. The firm emphasizes a macroeconomic, multi-year asset-allocation framework and offers clients access to private investment opportunities alongside traditional advisory services.
Christopher C
CFA®
Naperville, IL
Windrock Wealth Management
Christopher Casey is a CFA® charterholder with 10 years of industry experience. He has been with Windrock Wealth Management since 2013 and currently serves as an advisor at the firm in Naperville, IL. Windrock Wealth Management serves high-net-worth individuals, family offices, and retirement-plan sponsors, providing discretionary portfolio management, family office solutions, and fiduciary retirement-plan consulting. The firm uses a macroeconomic, multi-year asset-allocation approach across traditional and alternative investments and is notable for sponsoring private funds and offering those opportunities to clients alongside standard advisory services.
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