Windward Private Wealth Management Inc

Windward Private Wealth Management Inc

We are a fee-only wealth management firm in Overland Park, Kansas that helps selected families prese

 

Address: 10955 Lowell Avenue, Suite 410, Overland Park

Address: Kansas, 66210, United States

Telephone: 913-381-7411

Website: Visit Website

Opening Hours: M-Th 8:30am-5pm & F 8:30am-3pm

 

    


Description

We are a comprehensive wealth management firm with two Kansas City locations focusing on all aspects of personal financial planning.  We are also a Registered Investment Adviser, meaning we follow a fiduciary standard.  Our fee-only structure, where we are compensated by a percentage of the assets we manage, enables us to provide advice that is free of bias.  Our legacy as a CPA firm makes us uniquely qualified to sell advice and not products.

Products
  • Wealth Management
  • Financial Planner
  • Financial Advisor
  • Recommendations

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