Insights

Targeted Client Focus Windward Private Wealth Management specializes in serving conservative investors seeking wealth preservation through customized, tax-efficient portfolios, presenting opportunities for financial products and services aligned with conservative investment strategies.

Growth Potential With an estimated revenue between 10 and 25 million dollars and a close-knit team of fewer than ten employees, the company shows potential for scalable growth and increased demand for advanced wealth management solutions as they expand their client base.

Leadership Stability Drew Osborne’s appointment as President reinforces leadership continuity, indicating stability that can facilitate long-term strategic partnerships and trust-building initiatives with high-net-worth clients.

Technology Adoption Utilizing modern digital tools such as Hotjar, WP Rocket, and JSON-LD demonstrates an openness to innovative technology, opening avenues for advanced fintech solutions, cybersecurity services, and digital engagement enhancements.

Market Positioning Operating in a competitive landscape with similar firms like Commonwealth Financial Network and Creative Planning, Windward’s niche focus on systematic, tax-efficient investing presents opportunities for differentiation and tailored product offerings that meet their clients' specific needs.

Similar companies to Windward Private Wealth Management

Windward Private Wealth Management Tech Stack

Windward Private Wealth Management uses 8 technology products and services including Hotjar, WP Rocket, MySQL, and more. Explore Windward Private Wealth Management's tech stack below.

Hotjar
Analytics
WP Rocket
Caching
MySQL
Database
JSON-LD
Javascript Frameworks
Clipboard.js
Javascript Libraries
Priority Hints
Performance
Yoast SEO
Search Engines
X-XSS-Protection
Security

Media & News

Windward Private Wealth Management Inc hires Drew Osborne-Wealth Manager as President.
Drew Osborne-Wealth Manager was named Windward’s President and will continue in his client Wealth Manager role.
Jan 08, 2019 | www.windwardfp.com

Windward Private Wealth Management's Email Address Formats

Windward Private Wealth Management uses at least 1 format(s):

Windward Private Wealth Management Email Formats	Example	Percentage
FLast@windwardfp.com	JDoe@windwardfp.com	48%
F.Last@windwardfp.com	J.Doe@windwardfp.com	2%
FLast@windwardfp.com	JDoe@windwardfp.com	48%
F.Last@windwardfp.com	J.Doe@windwardfp.com	2%

Frequently Asked Questions

Where is Windward Private Wealth Management's headquarters located?

Windward Private Wealth Management's main headquarters is located at 10955 Lowell Avenue, Suite 410. The company has employees across 1 continents, including North America.

What is Windward Private Wealth Management's phone number?

You can contact Windward Private Wealth Management's main corporate office by phone at

+1-913-381-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Windward Private Wealth Management's stock symbol?

Windward Private Wealth Management is a publicly traded company; the company's stock symbol is N/A.

What is Windward Private Wealth Management's official website and social media links?

Windward Private Wealth Management's official website is windwardfp.com and has social profiles on LinkedIn.

What is Windward Private Wealth Management's SIC code NAICS code?

Windward Private Wealth Management's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Windward Private Wealth Management have currently?

As of December 2025, Windward Private Wealth Management has approximately 10 employees across 1 continents, including North America. Key team members include Ceo/Senior Wealth Manager: D. O.Senior Wealth Manager: D. T.Wealth Manager: B. W.. Explore Windward Private Wealth Management's employee directory with LeadIQ.

What industry does Windward Private Wealth Management belong to?

Windward Private Wealth Management operates in the Financial Services industry.

What technology does Windward Private Wealth Management use?

Windward Private Wealth Management's tech stack includes HotjarWP RocketMySQLJSON-LDClipboard.jsPriority HintsYoast SEOX-XSS-Protection.

What is Windward Private Wealth Management's email format?

Windward Private Wealth Management's email format typically follows the pattern of FLast@windwardfp.com. Find more Windward Private Wealth Management email formats with LeadIQ.

When was Windward Private Wealth Management founded?

Windward Private Wealth Management was founded in 1999.

Windward Private Wealth Management

Q: What technology does Windward Private Wealth Management use?

Windward Private Wealth Management's tech stack includes Priority Hints, ZURB Foundation, WordPress, Google Fonts API, Font Awesome.

Financial ServicesKansas, United States2-10 Employees

Windward Private Wealth Management is an independent, fee-only wealth management firm based in Overland Park, Kansas, and Kansas City, Missouri. We help conservative investors preserve their wealth by designing customized portfolios that focus on tax-efficient, systematic investing rather than chasing market returns. With our three-pronged approach, we help our clients:

•  Develop a plan
•  Save taxes 
•  Preserve capital 

As a result, you can have confidence that your money will last for the rest of your life.