Windward Private Wealth Management Inc.

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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.


10955 Lowell Avenue
Suite 410
Overland Park,  KS
66210

(913) 381-7411 (Voice)

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Keywords

Keywords: Fee-only financial planner, Financial Advisor Kansas City, fee-only comprehensive wealth management, Registered Investment Adviser, Retirement planning, investment management and tax planning, Social security planning, small business planning, planning for the self-employed, Inheritance planning
Primary category: All Other Financial Investment Activities (52399)
Secondary category: Investment Advice (52393)