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: Navigating IRA Early Distribution Rules
Distributions from Traditional IRAs: Prior to Age 59½ In generalA withdrawal from an IRA is generally referred to … Read More »
Windward Community: Wineries in the Kansas City area
Fall is a great time of year to enjoy the fruits of local vineyards. The Kansas City metropolitan area has lots of … Read More »
Windward Passages: Credit Freeze Changes
Massive computer hacks and data breaches are now common occurrences-an unfortunate consequence of living in a digital … Read More »
