Windward Private Wealth Management

www.windwardfp.com

Windward Private Wealth Management is an independent, fee-only wealth management firm based in Overland Park, Kansas, and North Kansas City, Missouri. We help conservative investors preserve their wealth by designing customized portfolios that focus on tax-efficient, systematic investing rather than chasing market returns. With our three-pronged approach, we help our clients: • Develop a plan • Save taxes • Preserve capital As a result, you can have confidence that your money will last for the rest of your life.

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Windward Private Wealth Management is an independent, fee-only wealth management firm based in Overland Park, Kansas, and North Kansas City, Missouri. We help conservative investors preserve their wealth by designing customized portfolios that focus on tax-efficient, systematic investing rather than chasing market returns. With our three-pronged approach, we help our clients: • Develop a plan • Save taxes • Preserve capital As a result, you can have confidence that your money will last for the rest of your life.

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Country

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State

Kansas

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City (Headquarters)

Overland Park

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Employees

1-10

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Founded

1999

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

  • Chief Executive Officer / Senior Wealth Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Senior Wealth Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Wealth Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Tax Manager

    Email ****** @****.com
    Phone (***) ****-****

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