Windward has made the decision to operate remotely. We are fully functional, however, we feel it is the best interest of our clients and our staff to shut down our Overland Park office temporarily, effective 3/20/2020. If you have questions about tax returns, document deliveries, or anything else, please call 913-381-7411 or email info@windwardfp.com. Please know that we stand ready to continue to operate as normal albeit remotely.
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.
