Windward Private Wealth Management

Windward Private Wealth Management

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    • Your Goals
    • Your Retirement Income
    • Your Investments
    • Your Taxes
    • Your Legacy
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    • Blake D. Harris
    • Brad J. Harrison
    • Brandy K. Ward
    • Caitlin M. Ryser
    • Darrell R. Tierney
    • Drew S. Osborne
    • Emily Tierney Petty
    • Kathy M. Washburn
    • Nicholas P. Hartley
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Your Legacy in Overland Park, KS

Home » Contact Windward » Your Legacy in Overland Park, KS

Your Legacy

Take care of your loved ones, even after you are gone.
  • Ensure your assets distribute the way you intend
  • Guidance and collaboration with your Kansas City-based insurance and estate planning specialists
  • Have confidence your loved ones will be financially secure when you are gone
  • Advice on gifting strategies for tax avoidance and family tax planning
  • Help determining the appropriate time to involve family members in your decision-making process
Your Retirement Income
Your Investments
Your Taxes
Your Goals

Latest Windward Passages

Tax Return

Reviewing Tax Returns While Retired

Tax Returns

Reviewing Tax Returns While Working

Donate

Qualified Charitable Distributions

cash flow

Cash Flow Considerations

Tax Time

Tax Document Collection Checklist

RMD

RMD Considerations

successful investing

Year-End Considerations

reading credit report

Considerations for Your Taxable Non-Qualified Account(s)

Conference,Discussion,Talking,Sharing,Ideas,Concept

Considerations for Employer-Provided Benefits

Trust Webinar

Video: Trust Administration

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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