Windward Private Wealth Management
Finance · Kansas, United States · 1-10 Employees
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Overview
Headquarters
10955 Lowell Ave Ste 410, Overland Park,...Phone Number
(913) 381-7411Website
www.windwardfp.comRevenue
<$5 MillionIndustry
ZI Rank: 1
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ZI Rank
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About Windward Private Wealth Management
Windward Private Wealth Management is a multi-generational wealth management firm based in the Kansas City Metropolitan area, dedicated to helping families and individuals build, preserve, and transfer their wealth since 1999. They offer personalized wealth management, investment management, advanced tax planning, and guidance on trusts and estates, all tailored to the unique needs of their clients. As a fee-only fiduciary, they prioritize transparent and objective advice, ensuring that their clients' best interests are always at the forefront. Their relationship-focused approach fosters personal connections, allowing them to understand each client's life, family, and financial goals.Explore more
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Windward Private Wealth Management is a multi-generational wealth management firm based in the Kansas City Metropolitan area, dedicated to helping families and individuals build, preserve, and transfer their wealth since 1999. They offer personalized wealth management, investment management, advanced tax planning, and guidance on trusts and estates... Read More
