Windward Private Wealth Management
Verified IntelWindward Private Wealth Management is an independent, fee-only wealth management firm based in Overland Park, Kansas, and Kansas City, Missouri. We help conservative investors preserve their wealth by designing customized portfolios that focus on tax-efficient, systematic investing rather than chasing market returns. With our three-pronged approach, we help our clients: • Develop a plan • Save taxes • Preserve capital As a result, you can have confidence that your money will last for the rest of your life.
Windward Private Wealth Management is an independent, fee-only wealth management firm based in Overland Park, Kansas, and Kansas City, Missouri. We help conservative investors preserve their wealth by designing customized portfolios that focus on tax-efficient, systematic investing rather than chasing market returns. With our three-pronged approach, we help our clients: • Develop a plan • Save taxes • Preserve capital As a result, you can have confidence that your money will last for the rest of your life.
Corporate Firmographics
Entity classification and operating profile
- Industry
- Financial Services
- Company Type
- Privately Held
- Founded
- 1999
- Employee Bracket
- 1-10
- Estimated Revenue Range
- Undisclosed
Geographic Coordinates
Headquarters address and regional territory
- Street Address
- 10955 Lowell Avenue KS Overland Park
- City
- Kansas City
- Region / State
- Missouri
- Postal Code
- 66210
- Country
- United States
Digital Presence & Footprint
Verified domains, socials, and directory profiles
Frequently Asked Questions
Verified business inquiries and firmographic telemetry for Windward Private Wealth Management.