Set Sail for Prosperity with
Windward Private Wealth Management
- DEVELOP A PLAN
- SAVE TAXES
- PRESERVE CAPITAL
Latest Insights
Comparing Health Insurance, Investing in Bonds, & BBBS
Wealth is the ability to fully experience life. - Henry David Thoreau Comparing Health Insurance … Read More »
Recession Status, Estate Plan Review, and Keeping Cool
In the short-run, the market is a voting machine…but in the long-run, the market is a weighing machine. - Benjamin … Read More »
Is the U.S. in a recession?
In an early July poll, 58% of Americans said they thought the U.S. economy was in a recession, up from 53% in June and … 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.
