Comprehensive and Personalized
Wealth Planning and Preservation Strategies
Why Choose Us
As a fee-only advisor, we operate under a fiduciary duty to act solely in our clients’ best interests. This includes providing objective investment advice and fully disclosing any potential conflicts of interest.
Every client is supported by a dedicated team aligned with their specific needs, offering expert guidance and comprehensive support through every stage of life.
Our Services
Personalized Wealth Management
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.
Investment Management
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.
Advanced Tax Planning
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.
Trusts and Estates
We guide trustees and families through the complexities of transferring wealth. 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.
Getting Ready for Wealth
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.
Our Recent Insights
