Windward Private Wealth Management

Windward Private Wealth Management

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  • What We Do
    • Your Goals
    • Your Retirement Income
    • Your Investments
    • Your Taxes
    • Your Legacy
  • Who We Are
    • Brad J. Harrison
    • Brandy K. Ward
    • Caitlin M. Ryser
    • Darrell R. Tierney
    • Drew S. Osborne
    • Emily Tierney Petty
    • Kathy M. Washburn
    • Nicholas P. Hartley
  • Windward Passages

Set Sail for Prosperity with

Windward Private Wealth Management

  • DEVELOP A PLAN
  • SAVE TAXES
  • PRESERVE CAPITAL

Learn More

Latest Insights

Open Enrollment

October 19, 2023

Predicting rain doesn’t count. Building arks does. - Warren Buffett Are you considering changing your Medicare … Read More »

Caring for Aging Parents

September 21, 2023

Life isn't about finding yourself; it's about creating yourself. So live the life you imagined. - Henry David … Read More »

Reviewing Insurance Coverage

August 18, 2023

When everything seems to be going against you, remember that the airplane takes off against the wind, not with … Read More »

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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.

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
Windward Private Wealth Management Inc
Contact Us
OVERLAND PARK LOCATION
10955 Lowell Avenue, Suite 410 Overland Park, KS 66210
Hours of Operation:
8:30 am - 5:00 pm M-Th
8:30 am - 3:00 pm Fr
KANSAS CITY LOCATION
851 NW 45th St., Suite 106 Kansas City, MO 64116
Hours of Operation:
By appointment only
913-381-7411

 

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.
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