Our Vision is to See Yours to Fruition
Our holistic wealth management strategies consider all aspects of your financial situation, allowing us to develop a comprehensive plan to help you achieve your financial vision and transform your life. At Windes Wealth Management, we take an active interest in your unique goals, values, pursuits, and personal vision of success – that is wealth management custom-tailored to you.
We invite you to learn more about our 7-Step Approach.
Investment advice is offered through Integrated Partners, a registered investment advisor doing business as Windes Wealth Management, and its registered investment advisor representatives, Mark Mitamura, Whitney Massey, and David Choi. Windes and its individual partners are solicitors to Integrated Partners and are not registered investment advisors. Solicitors do not provide investment advice and are compensated solely for their referral services.