Windward Private Wealth Management

Windward Private Wealth Management

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Dealing with Identity Theft

Posted on: January 14, 2021

Dealing with Identity Theft

Whether it’s hacking into your bank account, making fraudulent purchases with your credit card, or filing unemployment claims under your name, identity theft occurs all the time. At Windward, we frequently hear from clients that are victims of identity theft and are left to clean up the mess … [Read more...]

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

Windward Passages: Caring for Your Aging Parents

Posted on: May 2, 2019

Caring for Your Aging Parents

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2019 What is it? Caring for your aging parents is something you hope you can handle when the time comes, but something you probably hope you never have to do. Caring for your aging parents means helping them plan for the … [Read more...]

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

Windward Passages: Maintaining Your Financial Records – The Importance of Being Organized

Posted on: June 5, 2018

keeping your financial records organized

An important part of managing your personal finances is keeping your financial records organized. Whether it's a utility bill to show proof of residency or a Social Security card for wage reporting purposes, there may be times when you need to locate a financial record or document--and you'll need … [Read more...]

Filed Under: Building Wealth, Financially Independent, Getting Started, Income Tax Planning, Leaving a Legacy, Other Resources, Recent Posts, Risk Management & Insurance Planning, Self-Employed

Overcome Confirmation Bias to Avoid Financial Ruin

Posted on: November 4, 2016

Overcome Confirmation Bias to Avoid Financial Ruin

Author: Brent Lemieux CFA® CPA Your biases can have extremely large, negative impacts on your portfolio. One of the most pernicious biases is confirmation bias.  The confirmation bias is the tendency to seek out and favor information that confirms what we already believe, while ignoring the … [Read more...]

Filed Under: Financially Independent, Investment Planning, Leaving a Legacy, Other Resources, Recent Posts

What You Should Know About Dialing 211

Posted on: October 13, 2016

what you should know about dialing 211

Author: Emily Tierney CFP® Americans know that at any time they can pick up the phone and dial 911 to immediately access an emergency dispatch office. What about dialing 211?  A client recently mentioned this to me and I think it is something everyone should know about. When you dial 211 from … [Read more...]

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

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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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