Brandy Ward

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

Brandy Ward's Contact Details
HQ
913-381-7411
Location
Kansas City, Missouri Area
Company
Windward Private Wealth Management
Brandy Ward'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 Brandy Ward
Brandy Ward currently works for Windward Private Wealth Management.
Brandy Ward's role at Windward Private Wealth Management is Associate Wealth Manager.
Brandy Ward's email address is ***@windwardfp.com. To view Brandy Ward's full email address, please signup to ConnectPlex.
Brandy Ward works in the Financial Services industry.
Brandy Ward's colleagues at Windward Private Wealth Management are Drew Osborne, Steven Osborne, Brad Harrison, Emily Petty, Caitlin Ryser, Monique Smith, Kathy EA and others.
Brandy Ward's phone number is 913-381-7411
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