Windward Private Wealth Management

Windward Private Wealth Management

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Building Wealth

Home » Building Wealth » Page 18

Windward Tax Bulletin: Asset Protection in Estate Planning

Posted on: September 11, 2018

Asset Protection in Estate Planning

You're beginning to accumulate substantial wealth, but you worry about protecting it from future potential creditors. Whether your concern is for your personal assets or your business, various tools exist to keep your property safe from tax collectors, accident victims, health-care providers, credit … [Read more...]

Filed Under: Building Wealth, Estate Planning, Financially Independent, Getting Started, Income Tax Planning, Leaving a Legacy, Recent Posts

Windward Community: St. Joseph, MO

Posted on: August 28, 2018

St. Joseph, MO

What do you know about St. Joe, MO?  A city located about 30 minutes north of Kansas City’s International airport is chalk full of history, museums, festivals, parks, golf courses, outdoor concerts, and more. Did you know that the Pony Express started in St. Joseph, MO in 1860?  Do you know how … [Read more...]

Filed Under: Building Wealth, Financially Independent, Getting Started, Leaving a Legacy, Recent Posts

Windward Tax Bulletin: The Roth 401(k)

Posted on: August 14, 2018

The Roth 401k

Employers can offer 401(k) plan participants the opportunity to make Roth 401(k) contributions. If you're lucky enough to work for an employer who offers this option, Roth contributions could play an important role in maximizing your retirement income. What is a Roth 401(k)? A Roth 401(k) is … [Read more...]

Filed Under: Building Wealth, Financially Independent, Getting Started, Income Tax Planning, Investment Planning, Recent Posts, Retirement Savings & Income Planning

Windward Community: North Kansas City

Posted on: July 31, 2018

North Kansas City

Did you know?  North Kansas City is not just a geographical location referring to the northern part of Kansas City, MO.  It is a city in Clay County, MO that takes up just under five square miles.  While only a few thousand people reside North Kansas City, nearly 25,000 people work in NKC.  It is … [Read more...]

Filed Under: Building Wealth, Financially Independent, Getting Started, Leaving a Legacy, Recent Posts

Windward Passages: All About Credit Scores

Posted on: July 31, 2018

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 has become an integral part of our everyday lives. Having easy access to credit goes hand in hand with having a good credit score, so it's important to know how to maintain a … [Read more...]

Filed Under: Building Wealth, Financially Independent, Getting Started, Leaving a Legacy, Recent Posts, Risk Management & Insurance Planning

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Windward Private Wealth Management Inc
Contact Us
OVERLAND PARK LOCATION
10955 Lowell Avenue, Suite 410 Overland Park, KS 66210
Hours of Operation:
8:30 am - 5:00 pm M-Th
8:30 am - 3:00 pm Fr
NORTH KANSAS CITY LOCATION
2101 Burlington Street North Kansas City, MO 64116
Hours of Operation:
By appointment only
913-381-7411

 

Windward Private Wealth Management Inc. is an SEC registered investment advisor. Past performance is no guarantee of future results. All securities involve risk and may result in a loss. *We do not provide legal services. These services are rendered at client request in coordination with legal counsel. Legal services will be billed by the provider and are separate from our fees. We do not sell insurance products. These products may be purchased at client request in coordination with insurance agents. Insurance agents are responsible for recommendation of all insurance products. Windward does not guarantee the performance of any insurance product purchased.
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