Windward Private Wealth Management

Windward Private Wealth Management

SearchClient LoginContact Us
  • What We Do
    • Who We Serve
      • Getting Started
      • Building Wealth
      • Financially Independent
      • Leaving a Legacy
  • Services
  • Our Process
  • Who We Are
    • Darrell R. Tierney
    • Steven T. Osborne
    • Emily Tierney Petty
    • Drew S. Osborne
    • Kathy M. Washburn
    • Brandy K. Ward
    • Caitlin M. Ryser
    • Brad J. Harrison
    • Matt Bellomo
  • Windward Passages

Set Sail for Prosperity with

Windward Private Wealth Management

  • DEVELOP A PLAN
  • SAVE TAXES
  • PRESERVE CAPITAL

Learn More

Latest Insights

Social Security Statements

Video: Tax Planning Issues for Retirees

February 20, 2021

Hear Emily Petty and Matt Bellomo discuss tax planning issues for retirees. Our checklist highlights things you may not … Read More »

New $300 Deduction For Cash Contributions

February 12, 2021

Cash donations up to $300 that were made to qualified charitable organizations in 2020 are now tax deductible, even if … Read More »

Video: Tax Planning Issues for the Working

February 10, 2021

Hear Emily Petty and Matt Bellomo discuss tax planning issues for those who are working. Our checklist highlights things … Read More »

3arrows

Get free insights like these in your inbox

From investment advice to tips on securing your legacy, our newsletter
includes all the insights you need to navigate your financial future.

What You Get

DEDICATED TEAM
OF ADVISORS
DEDICATED TEAM OF ADVISORS
TEAM OF SPECIALISTS
TEAM OF SPECIALISTS
ANNUAL, IN-PERSON REVIEW MEETING
ANNUAL, IN-PERSON REVIEW MEETING
UNLIMITED PHONE
CALLS AND EMAILS
UNLIMITED PHONE CALLS AND EMAILS

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.

team-disc

Who We Serve

Getting Started
Getting Started
Building Wealth
Building Wealth
Financially Independent
Financially Independent
Leaving a Legacy
Leaving a Legacy

What We Do

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.

Windward Private Wealth Management Inc
Contact Us
OVERLAND PARK LOCATION
10955 Lowell Avenue, Suite 410 Overland Park, KS 66210
Phone: (913)381-7411
NORTH KANSAS CITY LOCATION
2101 Burlington Street North Kansas City, MO 64116
Phone: (913)381-7411

HOURS OF OPERATION
8:30am - 5:00pm Monday-Thursday
8:30am - 3:00pm Friday
Windward Private Wealth Management Inc. is an SEC registered investment advisor. Past performance is no guarantee of future results. All securities involve risk and may result in a loss. *We do not provide legal services. These services are rendered at client request in coordination with legal counsel. Legal services will be billed by the provider and are separate from our fees. We do not sell insurance products. These products may be purchased at client request in coordination with insurance agents. Insurance agents are responsible for recommendation of all insurance products. Windward does not guarantee the performance of any insurance product purchased.
Copyright © 2020 - All rights reserved  | Site Map | Privacy Policy | Terms of Use |
Site by Thrive Internet Marketing Agency

If you have questions about tax returns, document deliveries, or anything else, please call 913-381-7411 or email info@windwardfp.com.

Please know that we stand ready to continue to operate as normal albeit remotely.