Windward Private Wealth Management

Business Description

Products and Services offered

Windward is a fee-only wealth management firm in North Kansas City, Missouri that helps selected families preserve capital, reduce taxes, and develop a plan so they don't outlive their money.

Business Hours:
M-Th 8:30am-5pm, F 8:30am-3pm, Sa-Su Closed

Categories:
Financial Services,College Financial Planning Services,Investment advisory service,Tax Return Preparation Accountants

Products:
1999

Services:
Investment Planning, Small Business Planning, Tax Planning, Wealth Enhancement, Wealth Transfer, Wealth Protection

Languages:
English

Associations:
Certified Financial Planner, Fee Only Network, The National Association Of Personal Financial Advisors

Join Pointcom

Receive pricing updates, shopping tips & more!