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: The Pros and Cons of a Big Tax Refund
With the first post-tax reform filing season in full swing, people all over Kansas City are having to adjust to tax … Read More »
Windward Community: Tax Time!
Windward is hot and heavy in to tax season! We don’t mind that the recent Kansas City weather has been so wet and cold … Read More »
Windward Passages: Interest Rates Impact on Investing in Bonds
Interest rates have been at historically low levels for approximately 10 years following a period of declining rates for … Read More »
