News & Events

Five Star Award Winner

We are the proud recipient of the Five Star Wealth Manager Award for the 3rd year in a row. Five Star Professional employed a rigorous research process to identify the Five Star Wealth Manager award winners in the Chicago area. Award-winning professionals were carefully selected from among thousands of wealth managers for their knowledge, service, and experience. Award winners represent an exclusive group of wealth managers who have demonstrated excellence in their field by satisfying 10 objective selection criteria.

To view award, please click here.

Free Breakfast Seminar: Curating a Culture for Growth

Join Sean Condon and Chris Arndt for a breakfast seminar, networking, and Q&A on September 28th, 8:30-10:30am at TechNexus in Chicago. What’s more important than hiring great employees? Retaining them! Click to find out more about what you’ll learn…and to Register

Five Star Award Winner

We are the proud recipient of the Five Star Wealth Manager Award. Five Star Professional employed a rigorous research process to identify the Five Star Wealth Manager award winners in the Chicago area. Award-winning professionals were carefully selected from among thousands of wealth managers for their knowledge, service, and experience. Award winners represent an exclusive group of wealth managers who have demonstrated excellence in their field by satisfying 10 objective selection criteria.

To view award, please click here.

Building a Culture of Financial Confidence

Windgate Wealth Management and The Illinois Technology Association (ITA) have released a white paper providing practical insights for companies who believe in supporting the financial well-being of their employees. Building a Culture of Financial Confidence provides employers with strategies to address the issue of how less than half of workers believe their employer cares about their financial well-being, while a much higher percentage (77 percent of Millennials, 73 percent of Gen X, and 55 percent of Baby Boomers) indicate that they are more likely to be attracted to a company that does care.

To download the full whitepaper, visit illinoistech.org/news/financial-confidence.

Source: Metlife Employee Benefit Trends Study, 2016.

Built In Chicago’s 2016 Moxie Awards

Windgate Wealth Management is proud to sponsor Built In Chicago’s 2016 Moxie Awards.  The Fifth Annual Moxie Awards gather Chicago’s most innovative digital entrepreneurs to recognize outstanding individuals and companies.  Sean Condon, CFP® will present the award for Best Company Culture.

Windgate Wealth Management Joins Illinois Technology Association

Windgate Wealth Management is excited to become a member of the Illinois Technology Association (ITA).  ITA includes nearly 500 member companies who are helping to build the Chicago tech community.  Companies looking to build their team, promote their business and collaborate with like-minded executives join ITA to benefit from the premier connector and advocate for the region.  Windgate Wealth Management shares a passion with ITA members for the advancement of local businesses and looks forward to assisting the industry through professional services.

UPCOMING EVENTS

Charles Schwab IMPACT Investment Conference

Where: Chicago McCormick Place

When: November 14-17, 2017

Windgate will be in attendance at the Charles Schwab IMPACT 2017 Investment Conference November 14-17 in Chicago.  IMPACT is an invitation-only industry conference where registered investment advisors come together with influential presenters, exhibitors, and subject-matter experts to network and learn about industry issues and best practices. Every facet of the conference is designed to help attendees continue to remain at the forefront of the industry.  

Crain’s Chicago Business – March 2014: The Little Stock Fund Engine That Did

Windgate Wealth Management’s investment team is highlighted in Crain’s Chicago Business for its 2013 performance, due in part to seeking ‘broken Initial Public Offerings,’ companies that have stumbled after selling stock to the public.  According to the article: “[the] Chicago-based firm’s assets in the two funds plus a separate high net worth advisory arm called Windgate Wealth Management climbed to $750 million this year, jumping 67 percent from $450 million in 2012.”

To view the article, visit Crain’s Chicago Business. 

 

 

 

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