Intentional & Confident
Wealth Guidance, Across Generations
Decades Serving Generations in the Kansas City Metro and Beyond
At Windward Private Wealth Management, we help families and individuals build, preserve, and transfer their wealth.
Since 1999, we’ve served the Kansas City Metropolitan area as a multi-generational wealth management firm focused on one goal: building and sustaining your long-term wealth.
Our Private Wealth Services
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Your financial life is unique, and your plan should be too. At Windward, we start every relationship with a Discovery Meeting to understand your life, family, and goals. Learn more
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We believe in preserving wealth while seeking smart, long-term growth. Our forward-looking yet conservative approach balances opportunity with discipline, within the context of your unique risk tolerance and goals. Learn more
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Our tax team provides proactive planning and preparation to help you retain more of what you’ve earned. We go beyond filing returns, we build tax strategies that help preserve the wealth you’ve earned. Learn more
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We guide trustees and families through the complex world of wealth transfer. Whether you're managing a trust, coordinating with legal advisors, and/or planning for generational transfer, our team offers both insight and hands-on support. Learn more
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A significant financial event, such as an inheritance or business sale, can bring both opportunity and complexity. We provide the clarity, structure, and education needed to help you step into wealth with confidence. Learn more
Our Difference: customized, tax-focused wealth planning
Fee-Only Fiduciary
As a fee-only adviser, we have a fiduciary duty to act in your best interest. No commissions, no products, just transparent, objective advice you can trust.
Team-Based
Each client works with a team of dedicated advisors, supported by tax professionals, investment analysts, and service specialists, working together to manage your wealth.
Relationship-Focused
Our approach is rooted in building personal relationships with our clients. Our team knows your name, your family, and your goals, personally.
Insights
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