Windward Private Wealth Management

Windward Private Wealth Management

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    • Who We Serve
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      • Building Wealth
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      • 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
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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

 

Drew S. Osborne
Drew S. Osborne, CFP®

Senior Wealth Manager

Emily Tierney Petty
Emily Tierney Petty, CFP®

Wealth Manager

Brandy K. Ward
Brandy K. Ward

Wealth Manager

2021 NPH
Nicholas P. Hartley

Associate Wealth Manager

Client Service Team

Kathy M. Washburn
Kathy M. Washburn, EA

Operations Manager
Tax Preparer

Caitlin M. Kimminau
Caitlin M. Ryser

Client Service Specialist

 

Brad J. Harrison
Brad J. Harrison, CPA

Tax Manager

Investment Research Team

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

Co-Chief Investment Officer

Drew S. Osborne
Drew S. Osborne, CFP®

Co-Chief Investment Officer

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
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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Our new KC North office address is 851 NW 45th St., Suite 106, Kansas City, MO 64116