Windward Private Wealth Management

Windward Private Wealth Management

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    • Brad J. Harrison
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    • Caitlin M. Ryser
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Matt Bellomo

Home » Who We Are » Matt Bellomo

Wealth Manager

Matt Bellomo

Education and Certifications

  • Bachelor’s Degree in Accounting from North Central College
  • Certified Public Accountant
  • Series 65 Securities License

About Matt

As one of Windward’s Wealth Managers, Matt assists clients with their wealth management needs. Working alongside the firm's Senior Wealth Managers, Matt assists with a wide variety of financial planning and wealth management tasks, including preparation of client financial plans, investment recommendations and tax return preparation.  He is passionate about helping people achieve financial peace of mind and having a positive impact on each client and their loved ones.

Matt graduated from North Central College with a Bachelor’s Degree in Accounting. He has earned his CPA license and has 25 years of experience in small business and individual and fiduciary income tax consulting. Prior to joining Windward, Matt worked for several large international CPA firms before working as a partner in a local CPA firm.  Most recently Matt worked as a sole practitioner focusing on individuals, families and fiduciary taxation and working closely with clients’ financial planners, estate planning attorneys and insurance professionals in support of clients’ goals.

Matt resides in Overland Park, Kansas. He enjoys traveling with his wife Stacey and two boys, Ian and Alex, fishing, all things baseball, cooking, golf, and entertaining friends and family.

Contact Matt

mbellomo@windwardfp.com
913.601.3102

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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