investment management and tax planning

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Windward Private Wealth Management Inc
10955 Lowell Avenue, Suite 410, Overland Park, KS
66210
We are a fee-only wealth management firm in Overland Park, Kansas that helps selected families preserve capital, reduce taxes, and develop a plan so they don’t outlive their money.

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.

913-381-7411