Windward Private Wealth Management

Windward Private Wealth Management

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Building Your Plan Together

Am I making good financial decisions today?

Will I be okay in retirement?

Am I invested too aggressively or not aggressively enough?

Will my family be okay if something happens to me?

 

We work with individuals and families looking for help with these kinds of questions. We look at each aspect of your financial life and build a plan focused on what matters most to you.
Your
Goals
Your Retirement
Income
Your Investments
Your Taxes
Your Legacy
A financial plan needs consistent attention and updating. Not only do things change for you personally, but new tax laws pass, the economy shifts, markets change, etc. We charge 0.25% quarterly, debited from the investment accounts or billed directly, with a minimum quarterly fee of $1,250. The annual percentage decreases once investment assets under our management reach over $3M.
Learn More about Windward

Latest Windward Passages

Open Enrollment

Caring for Aging Parents

Reviewing Insurance Coverage

Employee Benefit Review

Reviewing Your Investments

Reviewing Your Estate Plan

Cash Flow Check Up

Reviewing Your Tax Returns

RMD Changes, SECURE Act 2.0, & Chiefs Parade

SECURE Act 2.0 Updates