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
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  • 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
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Building Wealth

Home » Who We Serve » Building Wealth

building wealthYou’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:

taxation of investments

Roth IRAs are popular retirement savings vehicles because distributions from them are tax-free. You can make a contribution to a Roth IRA if your income is below a certain level but another way to fund a Roth is to convert some or all of your IRA or retirement plan money to a Roth IRA. Contributing… [Read More]

Most income tax benefits have symmetry. For example, if you defer income by contributing to a 401(k) plan, you are not taxed on the income that you contribute. Down the road when you distribute those funds out of your 401(k) plan, those distributions are taxable. Similarly, if your contributions are not tax deductible now (like… [Read More]

Whether it’s hacking into your bank account, making fraudulent purchases with your credit card, or filing unemployment claims under your name, identity theft occurs all the time. At Windward, we frequently hear from clients that are victims of identity theft and are left to clean up the mess identity thieves have left behind. What exactly… [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

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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