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Windward Private Wealth Management Inc

1.0 from 1 review
Added by Emily T.
38.9221732, -94.7398801

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

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+1 91 3381 7411

We are a comprehensive wealth management firm 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 a

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1 Review

Windward Private Wealt... was first reviewed by Emily T. on 08 August 2014

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Emily T. Member since: August 2014 1 Reviews

Lives 0.04 km from Windward Private Wealth Management Inc


We are a fee-only wealth management firm that helps selected families preserve capital, reduce taxes, and develop a plan so they don’t outlive their money.
Services Offered: Financial Advisor, Wealth Management, Financial Planner

Reviewed on: 08 Aug 2014


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