Windward Private Wealth Management

Windward Private Wealth Management

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  • Services
    • What We Do
      • Your Goals
      • Your Retirement Income
      • Your Investments
      • Your Taxes
      • Your Legacy
    • Who We Serve
      • Getting Started
      • Building Wealth
      • Financially Independent
      • Leaving a Legacy
  • Our Process
  • Who We Are
    • 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

Your Investments

Home » Building Your Plan Together » Your Investments

Your investments play a crucial role in achieving your goals.

Customize your investment plan around the things that matter most to you.
  • Build a portfolio based on your goals and preferences
  • Relax knowing our investment committee is professionally managing your portfolio
  • Get guidance on investments, fads, market cycles, and more
  • Have a toolbox of strategies for market volatility
  • Enhance returns with tax location of assets
Your Retirement Income
Your Goals
Your Taxes
Your Legacy

Latest Windward Passages

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Caring for Aging Parents

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Reviewing Insurance Coverage

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Employee Benefit Review

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Reviewing Your Investments

Drew and Nick

Reviewing Your Estate Plan

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Cash Flow Check Up

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Reviewing Your Tax Returns

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RMD Changes, SECURE Act 2.0, & Chiefs Parade

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SECURE Act 2.0 Updates

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Five Ways SECURE 2.0 Changes the RMD Rules

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.
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