Business Hours
Monday 08:30AM - 05:00PM
Tuesday 08:30AM - 05:00PM
Wednesday 08:30AM - 05:00PM
Thursday 08:30AM - 05:00PM
Friday 08:30AM - 03:00PM
Accepted Payments
CASH
Services
Legal Service, Financial Service
Windward Private Wealth Management Inc. - Kansas Verified by Uberall
Listed In: Financial Planning
We are a comprehensive wealth management firm with two Kansas City locations focusing on all aspects of personal financial planning. We are also a Registered Investment Adviser, meaning we follow a fiduciary standard. Our fee-only structure, where we are compensated by a percentage of the assets we… We are a comprehensive wealth management firm with two Kansas City locations focusing on all aspects of personal financial planning. We are also a Registered Investment Adviser, meaning we follow a fiduciary standard. Our fee-only structure, where we are compensated by a percentage of the assets we manage, enables us to provide advice that is free of bias. Our legacy as a CPA firm makes us uniquely qualified to sell advice and not products. Read more
Windward Private Wealth Management Inc. - Kansas
10955 Lowell Avenue, Overland Park, KS
10955 Lowell Avenue, Overland Park, KS
Additional Locations See All
Windward Private Wealth Management Inc. - Missouri
(28 Km Away)