Windermere Wealth Advisors, LLC

Windermere Wealth Advisors is a Wisconsin-registered investment adviser with two advisors managing roughly $84.2 million for about 51 client relationships. The firm serves individuals (including high‑net‑worth clients), trusts, IRAs, and business entities, offering investment supervisory services as well as financial planning and consulting on both discretionary and non‑discretionary bases.

The firm develops a tailored Investment Policy Statement for each client after in‑depth fact‑finding and implements portfolios using mutual funds, equities, fixed income, ETFs, options (at client option), and allocations to unaffiliated managers when appropriate. Investment selection follows a top‑down process that incorporates a monthly Five‑Factor macro analysis (domestic growth, global growth, monetary conditions, inflation/labor, and valuations), and clients receive at least quarterly performance and holdings reports.

Compared with many peers, Windermere supplements standard quarterly reporting with periodic written communications and offers educational seminars or workshops for clients and prospects — services that are relatively uncommon among supported firms. The firm’s small client roster and senior leadership with CFA and accounting credentials and institutional investment experience inform its emphasis on individualized IPSs, manager evaluation, and ongoing monitoring.