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: Education Tax Credits
It's tax time, and your kitchen table is littered with papers and forms. As if this isn't bad enough, you recently paid … Read More »
Windward Community: Windward Goes Axe Throwing
At the end of January, Windward held their annual “holiday” get together. We take time after the holidays, to get the … Read More »
Windward Passages: Windward and NAPFA
What is NAPFA and why is it so important to Windward? NAPFA (National Association of Personal Financial Advisors) is an … Read More »
