Tax Engagement & Questionnaire

913-381-7411

info@windwardfp.com

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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.

Main Office:

10955 Lowell Avenue, Suite 410 Overland Park, Kansas 66210

Kansas City North:

851 NW 45th Street, Suite 106 Kansas City, Missouri 64116