Windward Private Wealth Management

Windward Private Wealth Management

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  • What We Do
    • Who We Serve
      • Getting Started
      • Building Wealth
      • Financially Independent
      • Leaving a Legacy
  • Services
  • Our Process
  • Who We Are
    • Darrell R. Tierney
    • Steven T. Osborne
    • Emily Tierney Petty
    • Drew S. Osborne
    • Kathy M. Washburn
    • Brandy K. Ward
    • Caitlin M. Ryser
    • Brad J. Harrison
    • Matt Bellomo
  • Windward Passages

About the Firm

Home » Who We Are » About the Firm

Windward Private Wealth Management is an independent, fee-only advisory firm with two locations in the Kansas City area. Windward is a Registered Investment Advisor and a fiduciary, so we’re legally required to put your interests first. As a fee-only firm, we do not accept referral fees or commissions. We’re compensated by a percentage of assets we manage or a retainer, which is consistent with our advisory and fiduciary responsibility to our clients.

Wealth Management Team

Darrell R. Tierney
Darrell R. Tierney, CFP®, CPA

Senior Wealth Manager

 

Steven T. Osborne
Steven T. Osborne, CPA

Senior Wealth Manager

Drew S. Osborne
Drew S. Osborne, CFP®

Wealth Manager

Emily Tierney Petty
Emily Tierney Petty, CFP®

Wealth Manager

Brandy K. Ward
Brandy K. Ward

Associate Wealth Manager

Matt Bellomo
Matt Bellomo, CPA

Wealth Manager

Client Service Team

Kathy M. Washburn
Kathy M. Washburn, EA

Operations Manager
Tax Preparer

Caitlin M. Kimminau
Caitlin M. Kimminau

Client Service Specialist

 

Brad J. Harrison
Brad J. Harrison, CPA

Tax Manager

Investment Research Team

Steven T. Osborne
Steven T. Osborne, CPA

Chief Investment Officer

Drew S. Osborne
Drew S. Osborne, CFP®

Investment Research Analyst

Brandy K. Ward
Brandy K. Ward

Portfolio Technical Specialist

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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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