Windward Private Wealth Management

Windward Private Wealth Management

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  • Services
    • What We Do
      • Your Goals
      • Your Retirement Income
      • Your Investments
      • Your Taxes
      • Your Legacy
    • Who We Serve
      • Getting Started
      • Building Wealth
      • Financially Independent
      • Leaving a Legacy
  • Our Process
  • Who We Are
    • Brad J. Harrison
    • Brandy K. Ward
    • Caitlin M. Ryser
    • Darrell R. Tierney
    • Drew S. Osborne
    • Emily Tierney Petty
    • Kathy M. Washburn
    • Nicholas P. Hartley
  • Windward Passages

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.

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
Learn More about Windward

Ready to find out more?

Contact us today for more information!

Let's Talk

Latest Windward Passages

drtRM

Reviewing Your Tax Returns

chiefsOzzy

RMD Changes, SECURE Act 2.0, & Chiefs Parade

reading credit report

SECURE Act 2.0 Updates

Happy,Beautiful,Relaxed,Mature,Older,Adult,Grey-haired,Woman,Drinking,Coffee

Five Ways SECURE 2.0 Changes the RMD Rules

couple discussing

Accounts to Save More

The Ward family

Accounts to Save More, Annual Portfolio Income, & Arenacross

Federal Tax Filing Season

Tax Filing Season Has Started

RMD

RMD Considerations

Game Show Battle Room

RMD Considerations, Tax Filing Season Has Started, & Game Show Battle Room

Emily Petty and her daughter Jade at a recent visit to Urban Air

High Inflation Considerations, Retirement Investing Tips, & Urban Air

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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Our new KC North office address is 851 NW 45th St., Suite 106, Kansas City, MO 64116