The firm was founded by Brett Rentmeester, G S Jaggi and Christopher Casey.

Rentmeester, president and chief investment officer, was a founding partner of Altair Advisers, a $3 billion investment firm. There, he advised clients with between $3 million and $1 billion in assets.

Jaggi, a senior advisor, is also a founder and managing director of Iridius Capital, which provides professional services to communications and technology firms. Casey is a managing director at WindRock.

WindRock Wealth Management serves high net worth individuals, family offices, foundations and retirement plans. The firm said it offers enhanced family office solutions to investors with over $10 million.