Windward Private Wealth Management

Windward Private Wealth Management

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  • Services
    • What We Do
      • Your Goals
      • Your Retirement Income
      • Your Investments
      • Your Taxes
      • Your Legacy
    • Who We Serve
      • Getting Started
      • Building Wealth
      • Financially Independent
      • Leaving a Legacy
  • Our Process
  • 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

Tax Filing Season Has Started

February 1, 2023

The IRS announced that the starting date for when it would accept and process 2022 tax-year returns was Monday, January … Read More »

RMD Considerations

February 1, 2023

The timing, amount, and tax consequences associated with Required Minimum Distributions (RMDs) might run the risk of … Read More »

High Inflation Considerations, Retirement Investing Tips, & Urban Air

January 27, 2023

The people who are crazy enough to think they can change the world are the ones who do. -Steve Jobs   What … 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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Our last day at 2101 Burlington is 1/27/2023. Our new office is being renovated and will open between 2/15-3/1/2023. Our new address will be: 851 NW 45th St., Suite 106 Kansas City, MO 64116