Broker Check

Who We Serve

At Windawi & Associates, we focus on working with individuals, families, professionals and business owners who:

  • Value what their wealth can accomplish for themselves, loved ones and the organizations they support.
  • Seek to create more time for the people and activities most important to them.
  • Are motivated to implement professional advice and guidance that seeks to optimize and protect their wealth.
  • Want to work with an independent financial advisor and CERTIFIED FINANCIAL PLANNER™ who they trust to place their needs first at all times.
  • Require access to a broad network of resources and specialists across multiple financial disciplines.
  • Are accustomed to unparalleled service and truly personal attention.

In an effort to provide the high level of personalized service each client deserves, we only accept a handful of new clients each year. Many of our long- term clients are pre-retirees and retirees with $1 million or more in investable assets. However, new clients often come to us with investable assets of $500,000 or more.