Windward Private Wealth Management Employee Directory

Q: What is Windward Private Wealth Management known for?

Windward Private Wealth Management was founded in 1999. Windward Private Wealth Management operates in the Financial Services industry.

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.

Find Windward Private Wealth Management employees' phone numbers or email addresses

Windward Private Wealth Management Global Highlights

North America
17

United States Of America
17

Windward Private Wealth Management's Leadership

D. O.
Ceo/Senior Wealth Manager
Mobile Phone
Email
D. T.
Senior Wealth Manager
Mobile Phone
Email
B. W.
Wealth Manager
Mobile Phone
Email
B. H.
Tax Manager
Mobile Phone
Email
E. T. P.
Wealth Manager
Mobile Phone
Email
S. O.
Senior Wealth Manager
Mobile Phone
Email
E. T.
Associate Wealth Manager At Windward Private Wealth Management
Mobile Phone
Email
N. H.
Associate Wealth Manager
Mobile Phone
Email

Contact profiles from Windward Private Wealth Management

Name

Title

Contact Info

Location

Last Update

D. O.
Ceo/Senior Wealth Manager
Mobile Phone
Email
United StatesMissouri
Apr 23, 2025
D. T.
Senior Wealth Manager
Mobile Phone
Email
United StatesKansas
Oct 22, 2025
B. W.
Wealth Manager
Mobile Phone
Email
United StatesMissouri
Nov 18, 2025
B. H.
Tax Manager
Mobile Phone
Email
United StatesMissouri
Nov 17, 2025
E. T. P.
Wealth Manager
Mobile Phone
Email
Oct 19, 2025
S. O.
Senior Wealth Manager
Mobile Phone
Email
United StatesMissouri
Oct 20, 2025
E. T.
Associate Wealth Manager At Windward Private Wealth Management
Mobile Phone
Email
United StatesKansas
Jul 29, 2024
N. H.
Associate Wealth Manager
Mobile Phone
Email
United StatesMissouri
Feb 04, 2024
K. W.
Ea
Mobile Phone
Email
United StatesKansas
Nov 19, 2025
C. K.
Client Service Specialist
Mobile Phone
Email
United StatesMissouri
Apr 25, 2025

Frequently Asked Questions

What is Windward Private Wealth Management known for?

Windward Private Wealth Management was founded in 1999 operates in the Financial Services industry. The company's main headquarters is located in 10955 Lowell Avenue, Suite 410; you can contact the main corporate office by phone at

+1-913-381-****

. Explore Windward Private Wealth Management's company overview page for more information.

What is Windward Private Wealth Management's most common email format?

Windward Private Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Windward Private Wealth Management email formats with LeadIQ.

How many employees does Windward Private Wealth Management have currently?

Windward Private Wealth Management has approximately 10 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Windward Private Wealth Management's key employees and leadership?

As of December 2025, Windward Private Wealth Management's key employees include:

Ceo/Senior Wealth Manager: D. O.
Senior Wealth Manager: D. T.
Wealth Manager: B. W.
Tax Manager: B. H.
Wealth Manager: E. T. P.

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