People ordinarily buy property and casualty insurance to protect their possessions (houses, cars, and furniture) and. Bonds may not be as glamorous as stocks or commodities, but they are a significant component of most investment. Developing a plan to ensure that your retirement savings last, giving you peace of mind that your future is secure.
Confidence and peace of mind are what we strive for with our clients. Confidence in their personalized wealth management financial plan, trusted team of advisors, and peace of mind that their future is secure.
Confidence and peace of mind are what we strive for with our clients. Confidence in their personalized wealth management financial plan, trusted team of advisors, and peace of mind that their future is secure.
Services
At Windward, we strive to help families preserve and grow their wealth, diversify their portfolio, reduce their taxes and invest in their future. Our clients value professional advice, transparent, fee-only services, truly custom financial planning, and the work of a team that acts in their best interest.
Windward Private Wealth Management is an independent, fee-only advisory firm with two locations in the Kansas City area. Windward is a Registered Investment Advisor and a fiduciary, so we're legally required to put your interests first. As a fee-only firm, we do not accept referral fees or commissions.
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. At Windward, we can help you build, manage and protect your wealth to make the most of your working life.
You've built a nice, comfortable life for your family. You're confident in your career. Your children have left the nest or are off to college. Retirement might seem eons away - you're not even close to slowing down - but it's the right time to plan, protect your wealth, and become financially independent.
You've worked hard to build wealth. Now it is time to protect it. By focusing on tax-efficient withdrawal strategies, opportunistic rebalancing, and conservative investment and planning strategies, we guide clients step by step through preparing for retirement and developing a plan to help their assets last.
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