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 Roth 401(k)
Employers can offer 401(k) plan participants the opportunity to make Roth 401(k) contributions. If you're lucky enough … Read More »
Windward Community: North Kansas City
Did you know? North Kansas City is not just a geographical location referring to the northern part of Kansas City, MO. … Read More »
Windward Passages: All About Credit Scores
It's difficult to imagine functioning in today's world without credit. Whether buying a car or purchasing a home, credit … Read More »
