Windward Private Wealth Management is an independent, fee-only wealth management firm based in Overland Park, Kansas, and 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.
Company Details
- Employees
- 10
- Founded
- 1999
- Address
- 10955 Lowell Avenue,
- Phone
- (913) 381-7411
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- windwardfp.com
- Keywords
- Wealth Management, Charitable Gifting Strategies, Tax Planning, Small Business Planning, Retirement Planning, Social Security Planning, Estate Planning, Debt Management, Education Planning, Asset Protection.
- HQ
- Overland Park, KS
Windward Private Wealth Management Questions
Windward Private Wealth Management's helpline number is (913) 381-7411
Windward Private Wealth Management's website is windwardfp.com
Windward Private Wealth Management's LinkedIn profile is https://www.linkedin.com/company/windward-private-wealth-management
Windward Private Wealth Management has
10 employees.
View email and phone details for 10
employees at Windward Private Wealth Management.
Windward Private Wealth Management's industry is
Financial Services
Windward Private Wealth Management's top competitors are
Renewable Energy Partners,
Windward Catalyst,
Windward Strategies,
Infinity Wealth Partners,
Fountain City Financial,
Cp Financials Llc,
Chladek Wealth Management,
Kansas City Museum,
Clean Energy Advisors Bc,
Clean Power Finance Inc.
Windward Private Wealth Management's categories are Financial Services
Windward Private Wealth Management's founding year is 1999
