• Working Couple
    Working Couple

    A professional couple in their fifties came to Windward seeking a relationship with a fee-only advisor to guide them to their financial goals and investments, without trying to sell them expensive insurance and investment products. Read More.

  • Active Retirees
    Active Retirees

    After accumulating approximately $2,500,000 over his lifetime, this energetic retiree came to Windward looking to minimize his annual taxes from his portfolio withdrawals. For the past four years, he had been withdrawing from his portfolio and his annual taxes were more than he expected. Read More.

  • Business Owners
    Business Owners

    A small business owner worked and saved his whole life, putting all his financial resources back into the business. He came to Windward looking for strategies to maximize his wealth and transition the business ownership to his two adult sons. Read More.

  • On My Own
    On My Own

    After grieving her spouse’s sudden death, she turned to Windward for help with the overwhelming task of taking charge of her financial life. For thirty-six years, her husband had managed their financial life and now she was alone. Read More.

  • Goodbye Nine to Five
    Goodbye Nine to Five

    They came to Windward with one thing on their mind: retirement. They saved during their working years and were inching closer and closer to the finish line. They had budgeted and sacrificed and were looking forward to enjoying it all, but their main concerns were “will we run out of money?” and “how will we know when we can retire?”. Read More.

Every responsible person has concerns or questions about finance. Here are some of the common ones:

 - Are you ready to transition your business ownership?  - Will your money last a lifetime?
 - How much is enough?  - Are you uncomfortable managing your finances?
 - Are you paying more than your fair share?  - What should I look for in a wealth manager?

If you've asked yourself one or more of the above, maybe there's another question you should ask yourself...

Do you need a wealth manager?

The need for a good wealth manager has never been as great as it currently is. In the past, people relied on the unshakeable nature of the property market, a stable and growing economy, and government sponsored retirement programs for their financial security. These former constants have taken a blow under recent financial circumstances and it is important for an individual to ensure their own financial stability.

This is where a good private wealth manager or financial advisor comes in. Take a look at some of our services:

Investment Planning services for IndividualsINVESTMENT PLANNING SERVICES

Our investment planning services are extensive, providing you with whatever help you need ensuring your money is put to work with your best interests in mind. We’ll consult with you and take your personal financial goals, assets and tax situation into account, and one of our financial advisors will provide financial planning tailored to you.


Advanced planning services and financial advice. ADVANCED PLANNING SERVICES

Our advanced planning services can be broken into the categories Wealth Enhancement, Wealth Transfer, Wealth Protection and Charitable Gifting, and we’ll help you select the categories that best suits your needs. From income tax planning to retirement planning, we’ll ensure you have a roadmap to financial success and stability.


Ancillary Services - Wealth management for small business ownersANCILLARY SERVICES

Our ancillary services mainly involve business services for small business owners and tax return preparation, but these two categories cover quite a range of services. Please feel free to take a look at the ancillary services we provide and find out whether any of them are right for you.