Windward Private Wealth Management Inc
Click the image below to view full size:
Windward Private Wealth Management Inc
10955 Lowell Avenue, Suite 410
Overland Park, KS 66210
10955 Lowell Avenue, Suite 410
Overland Park, KS 66210
Categories: Financial Advisors, Financial Consultant, Financial Management & Consulting, Financial Planning Consultants, Financial Services
We are a fee-only wealth management firm in Overland Park, Kansas.
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
Customer Reviews for Windward Private Wealth Management Inc
Be the first to review Windward Private Wealth Management Inc - Use the thumbs to get started!
Click to Rate:
0 thumbs up, 0 thumbs down
0 thumbs up, 0 thumbs down
Windward Private Wealth Management Inc has not yet completed their interview.
Contact Windward Private Wealth Management Inc:
- ©2024 JohnsonCountyBsinessList.com
- Privacy Policy
- FAQ
- Contact
This site has been visited 9,016 times