Tucson, AZ Office

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.