Set Sail for Prosperity with
Windward Private Wealth Management
- DEVELOP A PLAN
- SAVE TAXES
- PRESERVE CAPITAL
Latest Insights
What Do Rising Interest Rates Mean for Your Money?
On May 4, 2022, the Federal Open Market Committee (FOMC) of the Federal Reserve raised the benchmark federal funds rate … Read More »
Required Distributions from IRAs – An Update
The rules for required minimum distributions (RMDs) recently changed when the SECURE Act was passed in 2019. Retirement … Read More »
Falling Bond Prices
The ups and downs of the bond market aren’t typically as dramatic as stock market fluctuations. However, this isn’t … Read More »
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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.
