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.
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.
Company Information
- Industry
- Financial Services
- Company Type
- Privately Held
- Founded
- 1999
- Employee Range
- 1-10
- Revenue Range
- Not available
Location
- Address
- 10955 Lowell Avenue KS Overland Park
- City
- Kansas City
- Region
- Missouri
- Postal Code
- 66210
- Country
- United States