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