Windward Private Wealth Management Inc

investment management and tax planning, Social security planning, and small business planning in 851 NW 45th St Suite 106 Kansas City, MO 64116, United States

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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.

Phone: 913-381-7411
Address: 851 NW 45th St Suite 106, Kansas City, MO 64116