Windward Private Wealth Management

Windward Private Wealth Management

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  • What We Do
    • Your Goals
    • Your Retirement Income
    • Your Investments
    • Your Taxes
    • Your Legacy
  • Who We Are
    • Blake D. Harris
    • 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

Financially Independent

Home » Who We Serve » Financially Independent

You’ve worked hard to build wealth. Now it is time to protect it.
By focusing on tax-efficient withdrawal strategies, opportunistic rebalancing, and conservative investment and planning strategies, we guide clients step by step through preparing for retirement and developing a plan to help their assets last.

financially independentWindward Private Wealth Management is an independent, fee-only financial advisory firm that helps clients protect their assets over a lifetime. Our transparent business model is based on putting our clients’ interest first, building personalized investment portfolios and wealth management strategies.

We provide traditional asset management with customized asset allocations. Our investment planning service starts with a comprehensive analysis of each stock, mutual fund and ETF in your portfolio, evaluating each for performance, volatility and how they interact as part of the portfolio and with each other. Based on the results of our analysis, your investment goals and risk tolerance, we build a unique investment plan for you. We update you on the status of your investments with online reporting, quarterly reports and monthly brokerage reports, and continuously monitor your portfolio, looking for new opportunities and potential detriments.

Complementary to your investment strategy, Windward creates an overall wealth management plan. Each plan uniquely focuses on wealth protection, enhancement and transfer. Our advanced income tax planning and preparation, cash management and retirement withdrawal planning create dependable strategies that maximize benefits while reducing risk. Through comprehensive insurance planning, including life, long-term care, umbrella liability, and property and casualty, we help protect our clients from the unforeseen. We also provide asset and identity theft protection and help clients establish wealth transfer plans.

Gain financial independence with a unique, personalized wealth management plan from Windward and build your legacy today.

Common
Financial
Challenges

  • Managing and protecting wealth
  • Developing a tax strategy
  • Ensuring enough is saved for retirement
  • Enhancing wealth and assets
  • Buying the right insurance
  • Planning for the unexpected
  • Avoiding identity theft
  • Passing wealth on to others

Ready to find out more?

Contact us today for more information!

Let's Talk

Latest Windward Passages

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Video: Trust Administration

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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