Drew CFP's Colleagues at Windward Private Wealth Management
Drew CFP's Contact Details
HQ
913-381-7411
913-381-7411
Location
Company
Windward Private Wealth Management
Windward Private Wealth Management
Drew CFP's Company 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.
Frequently Asked Questions about Drew CFP
Drew CFP currently works for Windward Private Wealth Management.
Drew CFP's role at Windward Private Wealth Management is Wealth Manager.
Drew CFP's email address is ***@windwardfp.com. To view Drew CFP's full email address, please signup to ConnectPlex.
Drew CFP works in the Financial Services industry.
Drew CFP's colleagues at Windward Private Wealth Management are Nick Hartley, Kathy Washburn, Caitlin Ryser, Emily Petty, Steven Osborne, Brad Harrison, Brandy Ward and others.
Drew CFP's phone number is 913-381-7411