Kathy Washburn

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

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