Windward Private Wealth Management

Windward Private Wealth Management

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Nicholas P. Hartley

Home » Who We Are » About the Firm » Nicholas P. Hartley

Associate Wealth Manager

Nick

About Nick

As an Associate Wealth Manager, Nick assists with a wide variety of financial planning and wealth management tasks, attends client meetings, and prepares tax returns.

Before he joined Windward, Nick studied accounting at Missouri Valley College.  Nick was president of the Accounting Business Society and founded a student chapter of the Institute of Managerial Accountants (IMA), paired with the Kansas City professional chapter.

When he’s not working, you might find Nick playing golf, at a live concert, at a Chiefs game, or traveling.

Education and Certifications

  • Bachelor's Degree in Accounting from Missouri Valley College
  • CERTIFIED FINANCIAL PLANNER®

Affiliations

  • Big Brothers Big Sisters Kansas City
  • Financial Planning Association

Contact Nick

nhartley@windwardfp.com
913-601-3153

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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