Trusted Quarterback Wealth Advisors By Sheryl Kornman WindRock Wealth Management is a new independent inoptions, emerging real estate projects led by respected comvestment management firm based in Tucson that seeks out inmunity-based entrepreneurs. Enter Garry Brav. He and Jaggi partnered in the successnovative investment opportunities for entrepreneurial-minded investors. ful development Finisterra Luxury Apartments, built by Brav’s The principals at WindRock believe that the mainstream Preferred Apartment Builders. WindRock clients have exclutraditional stock-and-bond portfolio will fail to deliver satisfacsive access to opportunities that Jaggi and Brav pursue through tory results for investors in the decade ahead. They are finding their operating company Alta Vista Communities. Today that opportunity is AVILLA – a gated-communipromising investment solutions beyond Wall Street for highwealth individuals and business owners. ty luxury home product being built throughout the Sunbelt The WindRock founders are seasoned financial adviser states. Jaggi said this concept is striking a chord with a growing Brett K. Rentmeester and successful entrepreneur and invesdemographic of Americans who don’t want to own a home tor G. S. Jaggi. – including empty nesters, single working people and pre-seRentmeester has been advising niors who want the freedom of renting luxury homes in communities of likeCEOs on investments since he was 22 minded individuals. – first as a manager of Arthur Ander“Luxury rental real estate is a great son’s Private Client practice, then as investment niche for the economic co-founder of a wealth management times ahead. It’s shelter. It’s fundagroup in Chicago that grew to $3 bilmental. Demand will remain strong,” lion in assets from 2002 to early 2013. Rentmeester said. He’s a magna cum laude graduate of the University of Arizona and “At WindRock, we bring clients inholds an MBA from Northwestern novative, interesting opportunities that University. Rentmeester serves as are hard to find, that investors don’t WindRock’s president and chief inhave access to at most investment vestment officer. firms. We partner with well-respected WindRock’s co-founder Jaggi is entrepreneurs like Garry Brav. That’s also managing director of Iridius how you find compelling investment Capital in Tucson, a private investopportunities,” he said. ment firm offering WindRock clients “We play a trusted quarterbackexclusive access to opportunities in adviser role, serving as a client’s adreal estate, private lending and invocate.” WindRock works in coopera– Brett K. Rentmeester ternational cross-border investments. tion with that individual’s or business President & Chief Investment Officer Jaggi previously was founder and owner’s team of advisers, including WindRock Wealth Management CEO of First Magnus Financial. attorneys and accountants. Rentmeester’s been Jaggi’s wealth ad“We deal with a more sophisticated visor for many years. client who wants someone who can help them navigate what They formed WindRock after “we found we had similar phihas become a more and more complex financial environment. losophies” regarding entrepreneurial investments, Jaggi said. By understanding their overall wealth, we become a trusted Both invest in the projects they recommend to their clients. voice.” “We are a unique option for investors who share our enWindRock has offices in Tucson and Chicago, serving clitrepreneurial mindset,” Jaggi said. Clients are encouraged to ents nationwide. think globally in a changing world about their financial future In today’s economic environment, innovative investment and look beyond stocks and bonds – to consider, among other continued on page 212 >>>
We partner with well-respected entrepreneurs like Garry Brav. That’s how you find compelling investment opportunities.
> > > BizTucson 211 Winter Winter 2014 2014
The Tucson Region's Business Magazine