Windgate Wealth Management

Finance · Illinois, United States · 11-50 Employees

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Overview

Headquarters

300 S Wacker Dr Ste 600, Chicago, Illino...

Phone Number

(844) 377-4963

Revenue

$5.2 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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ZI Rank
1
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About Windgate Wealth Management

Windgate Wealth offers a comprehensive range of financial services, specializing in retirement planning, wealth management, tax reduction strategies, and estate planning. With over 35 years of experience, they serve individuals, families, business owners, and entrepreneurs, focusing on personalized financial strategies that align with clients' future goals. The firm emphasizes a collaborative process, helping clients identify their financial objectives and providing ongoing support to ensure progress. Windgate Wealth is transitioning to Rothschild Wealth Partners, continuing its commitment to putting clients' financial interests first.Explore more
Windgate Wealth Management's Social MediaPopular SearchesWindgate Wealth Management CoWindgate Wealth ManagementWindgatewealthSIC Code 62,628NAICS Code 52,523Show more

Windgate Wealth Management Org Chart

PhoneEmail
JG
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Director, Food Services

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Windgate Wealth Managemen...

$5.2M
11-50
Private
-
1987
JG
Johnny GerenaDirector, Food Services
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2004
CS
Christina SimonManager, Operations
<$5M
1-10
Private
-
2004
LC
Lori CuneoBusiness Relationship Manager
<$5M
1-10
Private
-
1986
TA
Tammy AllemandDirector, Operations
<$5M
1-10
Private
-
2014
MA
Mark AlcornFounding Member and President
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Windgate Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Windgate Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Windgate Wealth Management.

Windgate Wealth Management Tech Stack

A closer look at the technologies used by Windgate Wealth Management

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Frequently Asked Questions Regarding Windgate Wealth Management

What is Windgate Wealth Management's official website?
Windgate Wealth Management's official website is www.windgatewealth.com
What is Windgate Wealth Management's Revenue?
Windgate Wealth Management's revenue is $5.2 Million
What is Windgate Wealth Management's SIC code?
Windgate Wealth Management's SIC: 62,628
What is Windgate Wealth Management's NAICS code?
Windgate Wealth Management's NAICS: 52,523
How many employees does Windgate Wealth Management have?
Windgate Wealth Management has 11-50 employees
What industry does Windgate Wealth Management belong to?
Windgate Wealth Management is in the industry of: Finance, Securities Trading
What is Windgate Wealth Management competition?
Windgate Wealth Management top competitors include: Hull Wealth Management, Sterling Total Wealth Solutions, Stockade Wealth Management, Hassell Wealth Management
What technology does Windgate Wealth Management use?
Some of the popular technologies that Windgate Wealth Management uses are: Google Remarketing, WordPress.org, PHP, DoubleClick
How do I contact Windgate Wealth Management?
Windgate Wealth Management contact info: Phone number: (844) 377-4963 Website: www.windgatewealth.com
What does Windgate Wealth Management do?

Windgate Wealth offers a comprehensive range of financial services, specializing in retirement planning, wealth management, tax reduction strategies, and estate planning. With over 35 years of experience, they serve individuals, families, business owners, and entrepreneurs, focusing on personalized financial strategies that align with clients' futu... re goals. The firm emphasizes a collaborative process, helping clients identify their financial objectives and providing ongoing support to ensure progress. Windgate Wealth is transitioning to Rothschild Wealth Partners, continuing its commitment to putting clients' financial interests first.Read More

What are Windgate Wealth Management social media links?
Windgate Wealth Management Linkedin page Windgate Wealth Management Twitter page Windgate Wealth Management Facebook page
Is Windgate Wealth Management a public company?
Windgate Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Windgate Wealth Management

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