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

Getting Started

Home » Who We Serve » Getting Started

You’re buying a home. Raising a family. Running a business or putting money away for your child’s education. Retirement seems years and years away, but that hasn’t stopped you from thinking about the future.

What’s happening now and in the next few years, however, matters most.

build wealthAt Windward, we can help you build, manage and protect your wealth to make the most of your working life. By developing a custom financial plan that lines up with your goals, we strive to help you build wealth and preserve it, and manage your insurance, taxes and benefits.

Our fee-only service model sets the standard for wealth management, as our experienced, fiduciary team has your best interests in mind. With Windward, we strive to help you live your best life, both personally and financially.

Common
Financial
Challenges

  • Paying for college education
  • Creating a budget
  • Paying too much in taxes
  • Funding large goals (buying a house, starting a business)
  • Reaching financial independence
Learn More about Windward

Ready to find out more?

Contact us today for more information!

Let's Talk

Latest Windward Passages

Us,Tax,Form,1040,With,Pen,And,Calculator.

Tax Filing Season Has Started

Required Minimum Distributions

RMD Considerations

epjp

High Inflation Considerations, Retirement Investing Tips, & Urban Air

Minded,Man,Viewing,Receipts,In,Supermarket,And,Tracking,Prices

High Inflation Considerations

retirement

Five Keys to Investing for Retirement

wards

RMD Updates & SECURE Act 2.0, Estimating Retirement Income, Garden of the Gods

Washington,Dc,Capitol,Dome,Detail,With,Waving,American,Flag

SECURE Act 2.0 Changes

Investors,Are,Calculating,On,Calculator,Investment,Costs,And,Holding,Cash

Estimating Your Retirement Income Needs

nye

New Year Considerations, Financial Records to Maintain, NYE in Vegas

Stack,Of,Documents,On,Desk,At,Workplace,business,Concept.

Organizing Your Financial Records

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 last day at 2101 Burlington is 1/27/2023. Our new office is being renovated and will open between 2/15-3/1/2023. Our new address will be: 851 NW 45th St., Suite 106 Kansas City, MO 64116