Starting in the 1990s, Kevin Winters and John West built separate careers institutional investment management, partnering with wealth managers, family offices, endowments and other nonprofits to help produce better financial outcome.
But, by late 2021, both were frustrated.
Looking outward, the wealth management industry seemed stuck in a rut, not evolving quickly enough to tackle the ever-growing complexities of wealth. Despite new technologies and breakthroughs in academic finance, too many advisors were still pushing cookie-cutter solutions or emphasizing hot products over sound processes.
Looking inward, after two decades climbing the corporate ladder, Kevin and John felt they were making less of an impact, helping fewer people. Furter, both wanted to simplify their families’ own financial lives and were driven by a passion to create a new solution.
The status quo wouldn’t do. And then it hit them: Why not build a robust solution for their own families? And if it works for us, why not offer it to others?
And just like that, Flatrock Wealth Partners was born.
Our Background
John West
Managing Partner, Co-Founder
— Experience —
Institutional Consulting – Asset Allocation – Index and Quantitative Equities – Tax Managed Model Portfolios
Kevin Winters
Managing Partner, Co-Founder
— Experience —
Private Credit – Family Office – Fixed Income – Product Development