Windward Private Wealth Management

Windward Private Wealth Management

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  • What We Do
    • Who We Serve
      • Getting Started
      • Building Wealth
      • Financially Independent
      • Leaving a Legacy
  • Services
  • Our Process
  • Who We Are
    • Darrell R. Tierney
    • Steven T. Osborne
    • Emily Tierney Petty
    • Drew S. Osborne
    • Kathy M. Washburn
    • Brandy K. Ward
    • Caitlin M. Ryser
    • Brad J. Harrison
    • Matt Bellomo
  • Windward Passages

Our Process

Home » Who We Are » Our Process

At Windward, we believe that investment and wealth management is a lifelong pursuit. Our team of advisors identifies your personal financial goals and guides you through every step of the journey.

Through consultation, we create a vision of your financial future, then develop that vision into a plan and finally implement a wealth management plan to help give you peace of mind.

How It Works

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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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