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

Leaving a Legacy

Home » Who We Serve » Leaving a Legacy

Legacy: You’ve spent your life creating one 
Carefully building up wealth so you can enjoy your retirement and gift your assets to your family, favorite cause or church.

building a legacyAt Windward Private Wealth Management, we understand the art and importance of legacy. Our professional team of financial planners can craft a strategy to give your retirement funds longevity while simultaneously reducing estate and income taxes so you can intelligently transfer wealth to the cherished individuals or institutions of your choice.

As a fee-only, independent wealth management firm, we’ve helped numerous clients accumulate wealth and elegantly and seamlessly distribute their assets. Creating a customized financial plan unique to your situation, appropriate level of risk and lifetime transfer goal, our team can use its tax expertise, opportunistic rebalancing and unbiased advice to help you reach your strategic financial targets.

As you age, you need a solid, focused retirement plan that expertly balances saving, withdrawals, tax management and investing with your legacy ambitions. We can help you find the right formula, guiding you to a comfortable retirement so you can share the bounty you’ve created.

Start creating your legacy with the Windward financial team.

Common
Financial
Challenges

  • Creating a legacy plan
  • Donating assets to a cause
  • Distributing assets to family members
  • Making certain wealth lasts a lifetime

Latest Windward Passages

Rear,View,Of,University,Graduates,Wearing,Graduation,Gown,And,Cap

529 Plan Distribution Rules

Update Estate

Updating an Estate Plan

What We Do

Dormant 401(k)

Tax Return

Reviewing Tax Returns While Retired

Tax Returns

Reviewing Tax Returns While Working

Donate

Qualified Charitable Distributions

cash flow

Cash Flow Considerations

Tax Time

Tax Document Collection Checklist

RMD

RMD Considerations

successful investing

Year-End Considerations

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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