Windward Private Wealth Management Inc
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Windward Private Wealth Management Inc
2101 Burlington Street
North Kansas City, MO 64116
2101 Burlington Street
North Kansas City, MO 64116
Categories: Financial Advisors, Financial Management For Business, Financial Planning Consultants, Financial Services
We are a fee-only wealth management firm in N. Kansas City, Missouri.
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.
Keywords: Fee-only financial planner, Financial Advisor Kansas City, fee-only comprehensive wealth management, Registered Investment Adviser, Retirement planning, investment management and tax planning, Social security planning, small business planning, planning for the self-employed, Inheritance 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 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.
Keywords: Fee-only financial planner, Financial Advisor Kansas City, fee-only comprehensive wealth management, Registered Investment Adviser, Retirement planning, investment management and tax planning, Social security planning, small business planning, planning for the self-employed, Inheritance planning
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