Windward Private Wealth Management
Windward Private Wealth Management
At Windward, we strive to help families preserve and grow their wealth, diversify their portfolio, reduce their taxes and invest in their future. Our clients value unbiased advice, transparent, fee-only services, truly custom financial planning, and the work of a team that acts only in their best interest. We emphasize the importance of building long term client relationships. Because of this emphasis, we do not offer hourly financial planning services.
We create investment plans designed to help you reach your dreams and goals. Every portfolio needs a plan and the plan starts with knowing what the money is for, when is it needed, and how much is needed. Our plan will help you keep you on track.
Establishing a startup or running a company can be a challenge, but with assistance from Windward's Small Business Planning service you'll find all the support and solutions you need to achieve growth, stability, and success.
Whether you’re running a business or running a family, the excellent tax team at Windward can develop plans to minimize your tax liabilities and prepare your tax filings.
Wealth management is more than just investing. A complete plan includes strategies to grow and enhance your wealth, tax-efficiently.
Wealth management is more than just investing. A complete plan includes strategies to ensure your wealth transfers the way you intended it to.
Wealth management is more than just investing. A complete plan includes strategies to protect yourself, your family, and your hard-earned wealth.