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
    • Matt Bellomo
    • Nicholas P. Hartley
  • Windward Passages

Your Taxes

Home » Building Your Plan Together » Your Taxes

Income tax is a fundamental piece of your financial plan.

Your wealth management team will work with you to stay on top of your tax situation.
  • Optimize tax-reducing strategies that are available to you
  • Tax-sensitive investment management
  • Know where you stand with regular income tax projections and withholdings analyses
  • Optimize tax planning opportunities like Roth conversion, Qualified Charitable Distributions, Health Savings Accounts, Donor Advised Funds and more.
  • Have your taxes prepared in-house*
*Separate fee for income tax preparation for clients with under $1.5M in asset under our management.
Your Retirement Income
Your Investments
Your Goals
Your Legacy

Latest Windward Passages

rising rates

What Do Rising Interest Rates Mean for Your Money?

Happy,Kid,Hugging,Grandfather,In,The,Park.,Focus,On,Grandfather.

Required Distributions from IRAs – An Update

Concept,Of,Bonds,And,A,Bag,Of,Money

Falling Bond Prices

Adult,Successful,Businessman,Wearing,A,Classic,Glasses,And,Working,With

Adjusting to Life Financially after a Divorce

long term care

Five Questions about Long-Term Care

Portrait,Of,Happy,Senior,Woman,Holding,Eyeglasses,And,Looking,At

Contributing to Roth IRAs 2022

Pay tax

Different ways people can pay their taxes

choosing state of domicile

Special Considerations for Second/Vacation Homes

Van

Ukraine and your portfolio

Roth IRA savings

2022 Retirement Plan Limits

Windward Private Wealth Management Inc
Contact Us
OVERLAND PARK LOCATION
10955 Lowell Avenue, Suite 410 Overland Park, KS 66210
Phone: (913)381-7411
NORTH KANSAS CITY LOCATION
2101 Burlington Street North Kansas City, MO 64116
Phone: (913)381-7411

HOURS OF OPERATION
8:30am - 5:00pm Monday-Thursday
8:30am - 3:00pm Friday
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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