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