Windward Private Wealth Management Inc 2101 Burlington Street, North Kansas City, MO 64116, United States
Posted on December 14, 2017 / 282
Windward Private Wealth Management Inc
Listing Type : Financial Advisor
Phone : 913-381-7411
Payment Methods : cash,check,major credit cards
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
Tagline : We are a fee-only wealth management firm in N. Kansas City, Missouri that helps selected families preserve capital, reduce taxes, and develop a plan so they don’t outlive their money.
Opening Hours
  • M-Th 8:30am-5pm & F 8:30am-3pm

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.

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