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acquisitionAnnounced · Jan 13, 2026Wealth ManagementSource · CredibleArticle · Factual
Rothschild Wealth Partners acquires Windgate Wealth Management
David Najork · Founding Software Engineer
Announced · Updated · 1 min read
Deal value
—
Target
Windgate Wealth Management
Chicago, Illinois
Acquirer
Rothschild Wealth Partners
Full Acquisition
Status
Completed
Rothschild Wealth Partners agreed to acquire Windgate Wealth Management. Reported deal value: Undisclosed. Status: Completed. Sector: Wealth Management. Target headquarters context: Chicago, Illinois, United States.
This page summarizes publicly available information about the transaction as of 2026-01-13. Figures and status may change as filings and press coverage update.
JAN 13 , 2026 By Steve Randall Focus Partners Wealth is integrating key operations of Kovitz Investment Group, while Rothschild Wealth Partners has acquired Windgate Wealth Management
Deal timeline
Announced
Jan 13, 2026 · investmentnews.com
Additional milestones (proxy, vote, close) appear as filings and press updates are indexed.
Sector context
This transaction is classified in Wealth Management. Figures and status may change as sources update.
Sources: investmentnews.com · Primary article · FireStrike proprietary index