Windward Private Wealth Management
www.windwardfp.comWindward 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.
Read moreWindward 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.
Read moreCountry
State
Kansas
City (Headquarters)
Overland Park
Employees
1-10
Founded
1999
Estimated Revenue
$1 to $1,000,000
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Chief Executive Officer / Senior Wealth Manager
Email ****** @****.comPhone (***) ****-****Senior Wealth Manager
Email ****** @****.comPhone (***) ****-****Wealth Manager
Email ****** @****.comPhone (***) ****-****Tax Manager
Email ****** @****.comPhone (***) ****-****
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