Windward Private Wealth Management Inc.

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id: 37539776
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10955 Lowell Avenue
Overland Park, KS 66210

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1 (913) 381-7411
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Managed by Uberall
Main categories:

Financial Counselors

Related categories:

Legal & Financial

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Windward Private Wealth Management Inc. - Overland Park, KS
Windward Private Wealth Management Inc. - Overland Park, KS
Windward Private Wealth Management Inc. - Overland Park, KS
Windward Private Wealth Management Inc. - Overland Park, KS
Windward Private Wealth Management Inc. - Overland Park, KS
Summer SALE!!!:
15% OFF all yearly plans
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Owner Message
  • 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.

Additional information
  • 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, saturday: closed, sunday: closed
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