Windward Private Wealth Management Inc.

Services Offered

• Comprehensive wealth management
• Personal financial planning
• Investment management

About

Windward Private Wealth Management is a comprehensive wealth management firm located in Overland Park, Kansas. The firm focuses on all aspects of personal financial planning and operates as a Registered Investment Adviser, adhering to a fiduciary standard. They utilize a fee-only structure, allowing them to provide unbiased financial advice based on a percentage of the assets they manage. Windward is uniquely qualified due to its legacy as a CPA firm, emphasizing the sale of advice rather than products. Their services cater to individuals and families seeking personalized financial guidance and planning.

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