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Windward Private Wealth Management Inc

About Business

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.

Contact Us

Windward Private Wealth Management Inc location map

10955 Lowell Avenue, Suite 410, Overland Park, Kansas, United States, 66210

913-381-7411

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