Windward Private Wealth Management

Windward Private Wealth Management

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    • Brandy K. Ward
    • Caitlin M. Ryser
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Tax Planning in Overland Park, KS

Home » Contact Windward » Tax Planning in Overland Park, KS

Your Taxes

Income tax is a fundamental piece of your financial plan. Your Kansas City-based wealth management team will work with you to stay on top of your tax situation.
  • Optimize tax-reducing strategies that are available to you
  • Tax-sensitive investment management
  • Know where you stand with regular income tax projections and withholdings analyses.
  • Optimize tax planning opportunities like Roth conversions, Qualified Charitable Distributions, Health Savings Accounts, Donor Advised Funds and more.
  • Have your taxes prepared in our Overland Park, KS office*

*separate fee for income tax preparation for clients with under $1.5M in assets under our management.

Your Retirement Income
Your Investments
Your Goals
Your Legacy

Latest Windward Passages

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Employee Benefit Review

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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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