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: Tax Benefits of Home Ownership
In tax lingo, your principal residence is the place where you legally reside. It's typically the place where you spend … Read More »
Windward Community: A Favorite Spot of Ours
Can you guess which town just outside Kansas City was originally a steamboat landing? That was formally platted by … Read More »
Windward Passages: Maintaining Your Financial Records – The Importance of Being Organized
An important part of managing your personal finances is keeping your financial records organized. Whether it's a utility … Read More »
