Windward Private Wealth Management

Windward Private Wealth Management

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Windward Passages

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Caring for Aging Parents

Posted on: September 21, 2023

Life isn't about finding yourself; it's about creating yourself. So live the life you imagined. - Henry David Thoreau   Caring for Aging Parents Being a caregiver for aging parents can be emotionally draining and can have financial ramifications both for parents and for caregiver … [Read more...]

Filed Under: Newsletter, Recent Posts

Reviewing Insurance Coverage

Posted on: August 18, 2023

When everything seems to be going against you, remember that the airplane takes off against the wind, not with it. –Henry Ford   What to Know About Reviewing Insurance Coverage and Policies Perhaps you... have new health care concerns, or you are losing coverage, and need to update … [Read more...]

Filed Under: Recent Posts

Employee Benefit Review

Posted on: July 27, 2023

I am not afraid of storms, for I am learning how to sail my ship. - Louisa May Alcott   What To Know About Reviewing Your Employee Benefits Perhaps you want to... want to make sure your employer-sponsored retirement plan is optimized for your risk tolerance, financial goals, and … [Read more...]

Filed Under: Building Wealth, Getting Started, Newsletter, Retirement Savings & Income Planning, Risk Management & Insurance Planning

Reviewing Your Investments

Posted on: June 14, 2023

Just because something doesn't do what you planned, doesn't mean it's useless. - Thomas Edison What to Know About Reviewing Your Investments Perhaps you want to... reconsider the level of risk you are comfortable with for your portfolio and/or want to consider adjusting your asset … [Read more...]

Filed Under: Newsletter, Recent Posts

Reviewing Your Estate Plan

Posted on: May 11, 2023

When you're good to others, you're best to yourself. - Benjamin Franklin   What To Know About Reviewing Your Estate Plan Perhaps you... have experienced a change in family circumstances and would like to alter the amounts, timing, and/or recipients of wealth transfers under your … [Read more...]

Filed Under: Estate Planning, Newsletter, Recent Posts

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Recent Posts

  • Caring for Aging Parents
  • Reviewing Insurance Coverage
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  • Reviewing Your Investments
  • Reviewing Your Estate Plan

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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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