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
    • Matt Bellomo
    • 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

big brother

Comparing Health Insurance, Investing in Bonds, & BBBS

overland park

Recession Status, Estate Plan Review, and Keeping Cool

recession

Is the U.S. in a recession?

bkw

Retirement Plans, Long Term Care, Bates County Fair

health insurance

Comparing Health Insurance Plans

sail zephyr

Health of Social Security, Retirement Contributions, Zephyr

retirement

Taking Advantage of Employer-Sponsored Retirement Plans

Contributing to Roth IRAs

Bear Market Video, Roth IRAs, Avett Brothers

Social Security

The Health of Social Security

Current Bear Market

Thoughts on the Current Bear Market

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
NORTH KANSAS CITY LOCATION
2101 Burlington Street North 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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