Customized Wealth Guidance

Personalized Wealth Management Throughout Generations

Your wealth is unique, and your plan should be too. At Windward, we start each relationship with a Discovery Meeting designed to gain a deep understanding of your life, family, values, and goals. This conversation lays the foundation for a custom wealth strategy that reflects your priorities.

From there, our experienced team of financial advisors, investment specialists, and tax professionals work together to build a comprehensive plan custom to your needs. With decades of experience guiding individuals and families through all stages of wealth, we help you navigate investment decisions, income tax, wealth transfer, and more. As your life evolves, so does your plan, adjusted proactively to keep you on course.

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How Our Private Wealth Planning Helps You:

Build a private wealth plan that reflects what matters most to you and your loved ones.
Create a retirement strategy designed to support the lifestyle you envision.
Minimize tax liabilities and preserve more of what you’ve earned through strategic planning.
Help you coordinate the transfer of your wealth according to your wishes, with care, clarity, and control.
Planning to proactively manage risk and assess your insurance needs.
Prepare for the future by setting aside resources for education and opportunity.