Set Sail for Prosperity with
Windward Private Wealth Management
- DEVELOP A PLAN
- SAVE TAXES
- PRESERVE CAPITAL
Latest Insights
Video: Tax Planning Issues for Retirees
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
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
Hear Emily Petty and Matt Bellomo discuss tax planning issues for those who are working. Our checklist highlights things … Read More »
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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.
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.
