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 Tax Bulletin: Qualifying for the Home Office Deduction
Working from home can certainly provide you with personal benefits, such as a flexible schedule and more family time. … Read More »
Windward Community: Liberty, Missouri
Why You Should Visit Liberty, Missouri Liberty, MO, a suburb northeast of Kansas City, has a surprisingly rich … Read More »
Windward Passages: Caring for Your Aging Parents
What is it? Caring for your aging parents is something you hope you can handle when the time comes, but something you … Read More »
