Company Email Format Management

Windward Private Wealth Management

Financial Services 10955 Lowell Avenue 10 employees

Employees: 10
Contacts: 2
Emails: 2
Phones: 1

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Windward Private Wealth Management Overview

Headquarters: 10955 Lowell Avenue
Phone Number: Available in AeroLeads
Website: windwardfp.com
Industry: Financial Services
Employees: 10
Founded: 1999
Company Email: Available in AeroLeads
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Wealth Management Charitable Gifting Strategies Tax Planning Small Business Planning Retirement Planning Social Security Planning Estate Planning Debt Management Education Planning Asset Protection

About Windward Private Wealth Management

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.

Windward Private Wealth Management Contact Details

People in AeroLeads: 2
With contact data: 2
Email contacts: 2; 100.0% coverage
Phone contacts: 1; 50.0% coverage

Windward Private Wealth Management Org Chart

Sample employees and titles

Name	Title	Location	Contact
Kathy Washburn, Ea	Operations Associates and Tax Preparer	Overland Park, Kansas, United States	Email Phone
Brandy Ward	Wealth Manager at Windward Private	Butler, Missouri, United States	Email