Windward Private Wealth Management

Windward Private Wealth Management

SearchClient LoginContact Us
  • What We Do
    • Your Goals
    • Your Retirement Income
    • Your Investments
    • Your Taxes
    • Your Legacy
  • Who We Are
    • 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
  • Windward Passages

Waypoints

Home » Resources » Waypoints

Financial Planning Articles about Preserving Capital, Saving Taxes, and Developing a Plan

Investment Planning

Articles about preserving capital, understanding investments, investment risks and goals, the economy, and more.

Wealth Enhancement Planning

Articles focused on developing a plan, employee benefits, retirement planning, saving for college, unique financial situations, and more.

Wealth Transfer Planning

Articles about estate planning, planning for incapacity, gifting, and charitable giving.

Asset Protection Planning

Information about insurance planning, estate protection, and protecting assets.

Tax Planning

Articles geared towards various personal tax return matters.

If you have any questions about the information
or guidance offered in our Waypoints...

CONTACT US
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.
Copyright © 2025 - All rights reserved | Privacy Policy | Terms of Use | Form ADV & Client Relationship Summary
Site by Thrive Internet Marketing Agency