Steven Osborne

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

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