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: Converting IRAs to Roth IRAs
Roth IRA Conversions With the lure of tax-free distributions, Roth IRAs are popular retirement savings vehicles. One … Read More »
Windward Community: Linden Square
Looking for some free summer fun in the Kansas City area? Located in the heart of Gladstone, Missouri, just 10 minutes … Read More »
Windward Passages: Understanding Indexes
What is an index? An index is a group of securities reflecting a securities market or a particular segment of a … Read More »
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