Set Sail for Prosperity with
Windward Private Wealth Management
- DEVELOP A PLAN
- SAVE TAXES
- PRESERVE CAPITAL
Latest Insights
Retirement Planning Tips for Women
Women often face special challenges when planning for retirement. For example, if they are the primary caregivers in … Read More »
Video: Kids and Money Part 3 – Young Adults
Raising Financially Responsible Children As a parent you want your kids to become healthy adults functioning in society … Read More »
Child Tax Credit for 2021
Recently, there were temporary changes made to the child tax credit that will benefit many taxpayers. As part of The … 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.
