Set Sail for Prosperity with
Windward Private Wealth Management
- DEVELOP A PLAN
- SAVE TAXES
- PRESERVE CAPITAL
What We Do
Develop a Plan
Developing a plan to ensure that your retirement savings last, giving you peace of mind that your future is secure.
Save Taxes
Constructing a strategic withdrawal strategy that meets your needs.
Preserve Capital
Implementing a conservative wealth management investment approach built on your goals.
What You Get
Your Team
Confidence and peace of mind are what we strive for with our clients. Confidence in their personalized wealth management financial plan, trusted team of advisors, and peace of mind that their future is secure.
Latest Insights
Windward Passages: How the SECURE Act May Effect You
New Spending Package Includes Sweeping Retirement Plan Changes The $1.4 trillion spending package enacted on December … Read More »
Windward Passages: Help! It’s Open Enrollment
Open enrollment starts November 1 and runs through December 15th. Below, are considerations during open enrollment … Read More »
Windward Passages: I Just Have One Financial Planning Question
Frequently, prospective clients ask us for help with specific planning issues. Does our asset allocation make sense? Are … Read More »
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