Windward Private Wealth Management
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.
Senior Wealth Manager
Associate Wealth Manager
Client Service Specialist
Chief Investment Officer
Investment Research Analyst
Portfolio Technical Specialist
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