(775) 827-0670

Welcome

Choose a partner who's on your side.
You have choices with your finances.
Choose honesty. Choose transparency.
 
Meet Open Window Financial Solutions – the alternative to big brokerage, commission-based financial services.
 
We work one-on-one with you to build financial confidence and make better financial decisions. Rather than complicate, we educate. Rather than sell products, we present evidence-based solutions. Our clients recognize this approach is not typical and that is why they have chosen us.
 
If you're seeking expert and honest financial planning and investment advice, you're looking in the right window.
 
Learn More About Us
Choose a partner who's on your side.
You have choices with your finances.
Choose honesty. Choose transparency.
 
Meet Open Window Financial Solutions – the alternative to big brokerage, commission-based financial services.
 
We work one-on-one with you to build financial confidence and make better financial decisions. Rather than complicate, we educate. Rather than sell products, we present evidence-based solutions. Our clients recognize this approach is not typical and that is why they have chosen us.
 
If you're seeking expert and honest financial planning and investment advice, you're looking in the right window.
 
Learn More About Us
About
It starts with trust.
If you don’t trust your financial advisor, start over.

Do you know how your current advisor is compensated? Do you trust them to work in your interest before their own? Are they independently certified for following the highest fiduciary standards? If you want to ensure your financial health, start by asking the right questions – then make sure you like the answers.

What makes us different?
Services
Life provides windows of opportunity.
We help you get the most out of them.

At Open Window, we take a total-picture approach to financial advice. We call it “Integrated Financial Planning”, an ongoing process that considers your complete financial picture – from risk protection and estate planning to tax planning and investment advice.

Learn More