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: Estate Planning and 529 Plans
When you contribute to a 529 plan, you'll not only help your child, grandchild, or other loved one pay for school, but … Read More »
Windward Community: Dog Parks in the Kansas City area
Leaves are turning vibrant colors, and cool weather inspires people to enjoy the great outdoors. It’s also a great time … Read More »
Windward Passages: Keep Your Eyes on the Horizon
As I’m writing, the market is down roughly 7% in three weeks. When the markets turn volatile and confusing, even the … Read More »
