Windward Private Wealth Management

Windward Private Wealth Management

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  • Who We Serve
    • Getting Started
    • Building Wealth
    • Financially Independent
    • Leaving a Legacy
  • Who We Are
    • About the Firm
      • Darrell R. Tierney
      • Emily K. Tierney
      • Steven T. Osborne
      • Drew S. Osborne
      • Kathy M. Washburn
      • Brandy K. Ward
      • Caitlin M. Kimminau
    • Our Process
  • What We Do
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      • Investment Planning
      • Wealth Enhancement Planning
      • Wealth Transfer Planning
      • Asset Protection Planning
      • Tax Planning
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Building Wealth

Home » Who We Serve » Building Wealth

You’ve built a nice, comfortable life for your family. You’re confident in your career. Your children have left the nest or are off to college. Retirement might seem eons away – you’re not even close to slowing down – but it’s the right time to plan, protect your wealth, and become financially independent.
Are you ready to grow?
Whether you need to pay for college, manage your taxes or fund your retirement, our fee-only advisory firm has the expertise and experience to help you invest responsibly, protect your assets, and reach your financial goals.

The Windward team is held to the highest fiduciary standard, so we’ll always have your best interests in mind. We craft financial plans that are customized to your situation, and we aim to give you the confidence that you’ve made the right decisions.

Begin building your wealth today! The Windward team is ready to help.

Common
Financial
Challenges

  • Becoming retirement-ready
  • Establishing financial independence (how much is enough?)
  • Protecting against financial catastrophe
  • Funding large financial goals (buying a vacation home, paying for college)
  • Becoming debt free

Ready to find out more?

Contact us today for more information!

Let's Talk

Related Posts:

Windward Kansas City Financial Advisors Tax Bulletin: Help! I Can’t Pay My Tax Bill

You’re almost done with your federal income tax return, and you’re already thinking of ways to spend your refund. Then, the unthinkable happens — instead of a refund, you find that you owe $3,000. Or perhaps you’ve just received an IRS notice in the mail claiming that you owe $9,000 for the retirement plan distribution… [Read More]

Windward Kansas City Financial Advisors Tax Bulletin: Tax Cuts and Jobs Act

529 Plans Expanded In December 2017, the Tax Cuts and Jobs Act, a sweeping $1.5 trillion tax-cut package, became law. College students and their parents dodged a major bullet with the legislation, as  initial drafts of the bill included the elimination of Coverdell Education Savings Accounts, the Lifetime Learning Credit, and the student loan interest… [Read More]

How to Invest Sensibly In Uncertain Times

Over the last few weeks we’ve been discussing bull markets.  Particularly, how different investors react to them and why it is so hard to predict when they will end.  The market has been on a pretty good run over the last 8 or so years.  We know this has to end, but we don’t know… [Read More]

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
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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