As part of our new client process, we ask you to compile various financial information that will allow us to better assess your situation.

Two Ways to Provide Information

Online: During our introductory call, you will be provided with a unique link and password for our online portal thru which you can enter the required demographic and financial information, as well as complete a risk assessment questionnaire. All information will be kept confidential and should you choose to not pursue a relationship, your account record will be deleted.

Instructions on how to input information into the online portal can be found here.

Offline: If you prefer to utilize hard-copy documents, please use the forms below. All documents should be returned to Windermere in a secure manner (ie: secure email server, encrypted PDFs, or hard copies)

Client Questionnaire and Document Needs List

Cash Flow Worksheet

Windermere Wealth Advisors, LLC Firm Brochure (Form ADV)

Please use this link to download Windermere’s firm brochure (Form ADV). This brochure provides information about the qualifications and business practices of Windermere. We are required by our regulators to share our Form ADV with all prospective and current clients.

If you have any questions about the contents of the brochure please contact us at 414-759-7824 or