| • | Write a review |
| • | Write a review |
| • | Write a review |
Windward Private Wealth Management LLC
Contacts
Business description
Windward Private Wealth Management Inc. is a fee-only financial advisory firm that helps preserve capital, reduce taxes and develop a plan.
Windward Private Wealth Management Inc. is an independently-owned fee-only wealth management firm in two locations in the Greater Kansas City area. We are a Registered Investment Adviser. We are a fiduciary, which means we are legally required to put our client's interests ahead of our own. Windward is a "fee-only" firm, compensated by a percentage of the assets we manage. We do not accept commissions or referral fees from third parties. We believe our "fee-only" approach is consistent with our advisory role and fiduciary responsibility to our clients. Windward Private Wealth Management Inc. was created in 1999, to provide consultative wealth management services to the clients of our predecessor, Fuhrman & Tierney, Certified Public Accountants. Today, Windward offers wealth management serv
General information
- Business Services Professional Services Management Consulting Services Financial Consultants
| Estimated number of employees: | 5 to 9 | |
| City / suburb: | Overland Park, KS | |
| County: | Johnson |
financial information services, wealth management, financial planning services, financial services
Is this your business? Claim this profile to get thousands of free views!
QR code with Windward Private Wealth Management LLC contacts
Reviews
Be the first to write a review about your experience with the company.
More details about this business
Or try our search form or quick navigation by category and location
Car Parts and Suppliers
Manicurists
Financial Report Analysts