Windward Private Wealth Management Employee Directory
Financial ServicesKansas, United States2-10 Employees
Windward Private Wealth Management is a Kansas City–area financial services firm focused on comprehensive wealth planning and preservation. Founded in 1999, the practice emphasizes integrating tax planning, estate considerations, and retirement income design into cohesive strategies to help families across generations, individuals undergoing major transitions, trustees and beneficiaries, and business owners planning succession. Operating from Overland Park, Kansas, the firm positions itself as a fee-only fiduciary, offering objective guidance without selling products or earning commissions. The company’s approach reflects roots in accounting, bringing tax optimization to the core of financial decisions and aiming to align plans with clients’ life goals. A recent leadership shift in 2019 involved appointing a president who continues in a client advisory role, underscoring continuity in its advisory focus.
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