Windjammer Wealth Advisory

EST. AUM
$100,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Minneapolis
CRD Number
Website minneapolis
Client types

Overview

Windjammer Wealth Advisory is a fee-only financial planning and investment management practice based in Minnetonka, Minnesota, founded by Johannes Fure. The firm markets a "Financial Life Planner" approach and follows the CFP® seven-step planning process, serving multigenerational families, pre-retirees/retirees, and executives/professionals. It operates on a fee-only, no-commission model and deliberately maintains a small client base for individualized ("big fish in a small pond") service. Investment management centers on diversified portfolios balancing risk and reward, drawing on tactical asset-allocation strategies. Advisory services are delivered through XY Investment Solutions, LLC, an SEC-registered investment adviser. Founder Johannes Fure began his investment career in 1979, launched his own independent firm in 1984, and earned the CERTIFIED FINANCIAL PLANNER™ certification in 1985.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Windjammer Wealth Advisory

Platform Details

Investment Preferences

Alternative Activity

Address

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