Windes Wealth Management

What Windes Wealth Management does

Windes Wealth Management is a holistic wealth management practice that operates as a brand under Integrated Financial Partners, a registered investment advisor. The firm delivers comprehensive financial planning, investment management, tax strategy, estate planning, business owner planning, retirement planning, and risk management services to high-net-worth individuals, affluent families, business owners, executives, and corporate retirement plan sponsors in Southern California. Services are delivered through a documented 7-step methodology (Discovery, Evaluation, Planning, Strategy, Implementation, Monitoring, Adjust & Adapt) and supported by a credentialed team spanning CFP, CFA, CLU, CIMA, CEPA, AIF, CPFA, and related designations, with multiple team members carrying two to four decades of financial services experience.

The firm's operating technology centers on the eMoney planning platform, which enables live financial modeling during client meetings and powers a 24/7 client portal for plan and account monitoring. Distribution is advisor-led and relationship-based: the firm maintains two California offices (Long Beach and Irvine) and accepts inquiries by phone, contact form, and email, with no self-serve, marketplace, or partner channels. Marketing is primarily organic — an Insights content blog, email newsletter capture, and LinkedIn presence — without prominent paid advertising.

Revenue is generated through AUM-based advisory fees billed under the Integrated Financial Partners RIA, with services priced and scoped per engagement rather than through disclosed rate cards. The firm coordinates strategies with clients' existing CPAs and legal advisors to deliver integrated planning across investment, tax, estate, and insurance domains.

Name

Windes Wealth Management

Legal name

Integrated Financial Partners (d/b/a Windes Wealth Management)

Website

https://windeswealthmanagement.com

Company type

Private

Founded year

2023

Operating status

Operating

Headcount range

1–10 employees

Short description

Windes Wealth Management is a Southern California-based registered investment advisor, operating under Integrated Financial Partners, that delivers holistic wealth management and financial planning to high-net-worth individuals, business owners, executives, and corporate retirement plans.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE)

akta.pro secondary industries

Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF), Estate & Legacy Planning Advisory (FSAEAAAG), Retirement Plan Participant Advice & Managed Accounts (FSAEABAF)

Keywords

• Wealth management services
• Financial planning advisory
• Investment management
• Retirement planning services
• Estate planning advisory

Headquarters

HQ city

Long Beach

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Advisory Fees (AUM-Based): Windes Wealth Management operates as a registered investment advisor under Integrated Financial Partners. Revenue is generated primarily through advisory fees, which are typically based on assets under management (AUM). The firm delivers comprehensive financial planning, investment management, and related advisory services to high-net-worth clients, with fees structured around the scope and complexity of services provided.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Windes Wealth Management delivers holistic, personalized wealth management services to high-net-worth individuals, affluent families, business owners, and executives. Core offerings include investment management, retirement planning, estate and legacy planning, business owner planning, risk management, and tax planning, all delivered through a structured 7-step methodology with live financial modeling via eMoney software.

Product overview

Windes Wealth Management is a holistic wealth management firm offering a comprehensive suite of financial services. The core offerings include Asset Allocation Strategies, Business Owner Planning, Estate and Legacy Planning, Retirement Planning, Risk Management Strategies, and Tax Planning. These services are delivered through their proprietary 7-Step Wealth Management Approach methodology (Discovery, Evaluation, Planning, Strategy, Implementation, Monitoring, and Adjust & Adapt). The firm integrates all aspects of clients' financial lives including income, expenses, debts, investments, retirement goals, tax strategy, and estate planning into a unified comprehensive plan.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Holistic wealth management services custom tailored to clients including comprehensive financial planning, investment management, tax strategy, and estate planning coordination, delivered through a 7-step methodology for high-net-worth individuals, affluent families, business owners, and executives.
• Asset Allocation Strategies Diversified investment portfolio management services that spread money across stocks, bonds, and cash to manage risk and reach financial goals based on the client's risk tolerance and time horizon. Targeted at investors seeking diversified portfolio management.
• Business Owner Planning Comprehensive planning services for business owners including growth opportunities, key employee protection, business succession planning, and exit strategy alignment with financial objectives. For entrepreneurs and business owners managing complex wealth challenges.
• Estate and Legacy Planning Services for managing assets and affairs during death or incapacity, delivering lasting impact through wills, trusts, beneficiary designations, and gifting strategies. For clients seeking to preserve and transfer wealth to future generations while minimizing taxes.
• Retirement Planning Comprehensive retirement preparation including asset positioning, Social Security optimization, 401(k) strategies, and generating retirement income for clients. For pre-retirees and retirees seeking to maximize savings and generate retirement income.
• Risk Management Strategies Comprehensive risk assessment and mitigation planning including insurance evaluation, diversification, hedging, and risk avoidance strategies to protect client wealth. For clients seeking to identify and mitigate financial risks.
• Tax Planning Services Strategies to minimize tax impact on wealth including Roth conversions, charitable giving approaches (donor-advised funds, QCD, bunching), and coordination with legal and tax advisors. Includes tax-loss harvesting methodology to offset capital gains and reduce taxable income.
• Business Succession Planning Guidance on transitioning businesses to the next generation or preparing for successful sale, including succession plans, business valuation, and financial outcome optimization. For business owners planning their exit or generational transition.
• Roth Conversion Planning Tax-efficient Roth conversion strategies for retirement accounts, particularly valuable in lower-income years to potentially save significantly on taxes. For clients seeking to optimize retirement account tax treatment.

Quantifiable outcome

• Tax-loss harvesting can offset capital gains and reduce taxable income by up to $3,000 of excess losses to offset ordinary income annually, with remaining losses carried forward indefinitely.
• +1 more outcomes

Segments6 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability3 records

Feature3 records

Partnerships

One partnership is on record.

• Integrated Financial PartnerscoreOthersWindes Wealth Management operates under Integrated Financial Partners, a registered investment advisor. Investment advice is offered through this affiliated entity. The firm references its ADV, Solicitor Disclosure Statement, and Client Relationship Summary (Form CRS) documents, indicating a formal registered investment advisory relationship.

Scale indicators8 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Mariner Wealth Advisors: National RIA offering comprehensive wealth advisory, tax, estate, and business-owner services. Comparable in integrated HNW service model and credentialed advisor approach, with much broader geographic reach.
• Steward Partners Global Advisory: Wealth advisory firm offering comprehensive planning and investment management to HNW clients, often affiliated with parent broker-dealer structures — comparable to Windes' model under Integrated Financial Partners.
• Moneta Group: Independent RIA serving HNW individuals, families, and business owners with comprehensive wealth management and planning services. Directly comparable in integrated, advisor-led HNW/business-owner model.
• Creative Planning: Large independent RIA providing holistic wealth management, tax, estate, and business owner planning to HNW clients. Highly comparable in service breadth and HNW/business-owner focus, though operating at significantly greater scale.
• Buckingham Strategic Wealth: RIA network providing fiduciary financial planning and wealth management to HNW households nationwide. Directly comparable in goals-based planning, evidence-based investing philosophy, and advisor-led delivery.
• Signature Estate & Investment Advisors: California-based RIA providing HNW wealth management, estate planning, and business owner services. Direct regional peer given shared California footprint and HNW/business-owner concentration.

Broad incumbents

• Edelman Financial Engines: Largest independent RIA in the U.S., offering wealth planning, investment management, and 401(k) advisory to individuals and corporate plans. Overlaps with Windes' HNW and corporate retirement plan segments at a far larger scale.
• Empower (Personal Capital): Large digital wealth management platform offering combined robo-advisor and human advisory services to HNW clients. Comparable end-customer and service overlap, but operating at vastly greater scale and tech differentiation.

Emerging players

• Facet Wealth: Tech-forward RIA delivering comprehensive financial planning to HNW households via a hybrid digital-plus-advisor model. Comparable in HNW planning focus but disrupts traditional advisor-led delivery with stronger technology.

Regional players

• Coldstream Holdings: Pacific Northwest-based RIA serving HNW individuals and families with holistic planning and investment management. Comparable in holistic HNW/business-owner model but geographically separate from Windes' SoCal base.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/windes-wealth-management

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Windes Wealth Management