Windward Private Wealth Management

Financial Services - Overland Park, KS, US

Windward Private Wealth Management Employees
Caitlin Ryser

Client Service Specialist II

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Emily Petty

Wealth Manager

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Steven Osborne

Senior Wealth Manager

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Brad Harrison

Tax Manager

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Brandy Ward

Associate Wealth Manager

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Drew Osborne

Wealth Manager

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Darrell Tierney

Senior Wealth Manager

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Windward Private Wealth Management Details

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.

Windward Private Wealth Management logo, Windward Private Wealth Management contact details
Website: windwardfp.com
Employees: 10 - 19
HQ: 913-381-7411
Location: Overland Park, KS, US
Revenue: 2.5 - 5 Million
Wealth Management Charitable Gifting Strategies Tax Planning Small Business Planning Retirement Planning Social Security Planning Estate Planning Debt Management Education Planning Asset Protection B2B Financial Services Financial Advisory Services
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