About WindRock Wealth Management

Independent Thinking. Disciplined Investing

Founded by investment veterans Brett Rentmeester, former co-founder of the $3 billion investment firm Altair Advisers, and Chris Casey, former Director at Stout Risius Ross.

WindRock Wealth helps high-net-worth individuals, entrepreneurs, and family offices navigate complex markets through active portfolio management, macroeconomic research, and a long-term focus on preserving purchasing power. WindRock serves high-net-worth individuals, entrepreneurs, and family offices across more than 25 U.S. states. The firm’s investment process combines macroeconomic research, tactical asset allocation, private market opportunities, and active risk management to build portfolios designed to preserve purchasing power across changing economic cycles.
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Core Principles

What Guides Every Decision

A disciplined approach built on insight, independence, and a focus on capturing opportunity while managing risk.

Insight

Navigating financial markets requires common sense, a sound economic philosophy, and a keen understanding of human behavior.

Trust

Our independence reinforces the alignment of incentives with clients to promote and ensure our role as trusted advisors.

Opportunity

As entrepreneurial-minded advisors, we emphasize independent and creative thought to boldly seize opportunities while minimizing risks.

About WindRock

Founded by investment veterans Brett Rentmeester and Chris Casey, WindRock Wealth is an independent registered investment adviser serving clients across the United States. The firm combines institutional investment experience with a macroeconomic perspective, helping investors make informed decisions in changing market environments. WindRock’s investment philosophy extends beyond traditional stock and bond allocations. The firm incorporates global macroeconomic research, alternative investments, and active portfolio management to build resilient portfolios aligned with each client’s long-term objectives. Its approach is grounded in independent research, disciplined risk management, and a commitment to preserving and growing wealth across market cycles.

Investment Philosophy

Markets are shaped by more than company fundamentals alone. Economic policy, inflation, interest rates, and global events all influence long-term investment outcomes. WindRock integrates these broader forces into portfolio construction, combining strategic asset allocation with active management to help clients navigate uncertainty while remaining focused on their long-term goals.

Investment Approach

  1. Understand your financial objectives and risk profile.
  2. Evaluate the macroeconomic environment.
  3. Build a diversified portfolio aligned with your goals.
  4. Monitor markets and portfolio performance continuously.
  5. Adjust allocations as conditions and objectives evolve.

Who They Serve

WindRock works with individuals, families, business owners, entrepreneurs, and family offices seeking personalized portfolio management, long-term wealth preservation, and access to investment strategies that extend beyond traditional asset allocation.

Leadership

  1. Brett K. Rentmeester, CFA®, CAIA®, MBA: Founder & Managing Director
  2. Chris Casey, ASA:  Senior Wealth Advisor

Why Wealthion Selected WindRock

WindRock brings together institutional investment experience, independent research, and a macroeconomic perspective that aligns closely with Wealthion’s philosophy. The firm’s disciplined approach to portfolio construction, active risk management, and focus on preserving purchasing power makes it a valuable resource for investors seeking thoughtful, long-term investment guidance.

Interested in learning more?

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