Brad Harrison

Tax Manager at Windward Private Wealth Management - Overland Park, KS, US

Brad Harrison's Colleagues at Windward Private Wealth Management
Caitlin Ryser

Client Service Specialist II

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Kathy EA

Operations Manager and Tax Preparer

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Kathy Washburn

Operations Manager and Tax Preparer

Contact Kathy Washburn

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Brad Harrison's Contact Details
HQ
913-381-7411
Location
Kansas City, Missouri, United States
Company
Windward Private Wealth Management
Brad Harrison's Company Details
Windward Private Wealth Management logo, Windward Private Wealth Management contact details

Windward Private Wealth Management

Overland Park, KS, US • 10 - 19 Employees
Financial Services

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.

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
Details about Windward Private Wealth Management
Frequently Asked Questions about Brad Harrison
Brad Harrison currently works for Windward Private Wealth Management.
Brad Harrison's role at Windward Private Wealth Management is Tax Manager.
Brad Harrison's email address is ***@windwardfp.com. To view Brad Harrison's full email address, please signup to ConnectPlex.
Brad Harrison works in the Financial Services industry.
Brad Harrison's colleagues at Windward Private Wealth Management are Emily Petty, Caitlin Ryser, Monique Smith, Kathy EA, Brad CPA, Drew CFP, Kathy Washburn and others.
Brad Harrison's phone number is 913-381-7411
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