Windward Private Wealth Management

Windward Private Wealth Management

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    • What We Do
      • Your Goals
      • Your Retirement Income
      • Your Investments
      • Your Taxes
      • Your Legacy
    • Who We Serve
      • Getting Started
      • Building Wealth
      • Financially Independent
      • Leaving a Legacy
  • Our Process
  • Who We Are
    • Brad J. Harrison
    • Brandy K. Ward
    • Caitlin M. Ryser
    • Darrell R. Tierney
    • Drew S. Osborne
    • Emily Tierney Petty
    • Kathy M. Washburn
    • Nicholas P. Hartley
  • Windward Passages

Your Goals in Kansas City, MO

Home » Contact Windward » Your Goals in Kansas City, MO
The first step to creating a plan is identifying your goals. Your Kansas City-based wealth management team will work with you to identify, define and work towards your goals, one step at a time.
  • What will your retirement income look like?
  • Do you have enough?
  • How will you stay on top of your tax situation?
  • Will your spouse/family be okay if something happens to you?
  • Will you fund college expenses for kids/grandkids?
  • What causes are you passionate about supporting?
Your Retirement Income
Your Investments
Your Taxes
Your Legacy

Latest Windward Passages

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Caring for Aging Parents

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Employee Benefit Review

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Reviewing Your Investments

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Cash Flow Check Up

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Reviewing Your Tax Returns

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RMD Changes, SECURE Act 2.0, & Chiefs Parade

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SECURE Act 2.0 Updates

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Five Ways SECURE 2.0 Changes the RMD Rules

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
KANSAS CITY LOCATION
851 NW 45th St., Suite 106 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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