Trusted Across Generations
25+ Years of Guiding Families & Individuals
Our Legacy
Founded in 1999, Windward Private Wealth Management has remained intentionally small so we can deliver personalized, fiduciary advice with a long-term view across generations. Our firm is built on the values of independence, trust, and deep personal care for our clients' well-being.
What began as a solo advisory firm has evolved into a multi-disciplinary team, combining technical expertise in financial planning, investment research, and tax services. We’re proud to serve families and individuals not just for a season, but for generations, building wealth that stands the test of time.
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Your financial life is unique, and your plan should be too. At Windward, we start every relationship with a Discovery Meeting to understand your life, family, and goals. Learn more
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We believe in preserving wealth while seeking smart, long-term growth. Our forward-looking yet conservative approach balances opportunity with discipline, within the context of your unique risk tolerance and goals. Learn more
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Our tax team provides proactive planning and preparation to help you retain more of what you’ve earned. We go beyond filing returns, we build tax strategies that help preserve the wealth you’ve earned. Learn more
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We guide trustees and families through the complexities of transferring wealth. Whether you're managing a trust, coordinating with legal advisors, and/or planning for generational transfer, our team offers both insight and hands-on support. Learn more
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A significant financial event, such as an inheritance or business sale, can bring both opportunity and complexity. We provide the clarity, structure, and education needed to help you step into wealth with confidence. Learn more
About Our Team
At Windward, our clients benefit from the expertise of a dedicated, multi-disciplinary team serving each client based on their unique personal goals and wealth management needs.
Wealth Management Team
Our wealth team, provides direct financial guidance and ongoing support. This team works closely with each client to design, monitor, and adjust their wealth management plans to ensure they align with their goals.
Tax Team
Specializing in staying current with tax laws, economic shifts, and industry trends. This team works behind the scenes, keeping your tax planning and preparation updated and efficient.
Investment Management Committee
Focused on developing and maintaining an investment strategy that aligns with your financial goals. They continuously monitor market trends to ensure client portfolios reflect changes in the economic landscape.
Client Service Team
Our client service professionals manage day-to-day interactions, ensuring that all administrative aspects of your wealth management are handled promptly and accurately.
Our Recent Insights
