Windward Private Wealth Management Inc.

Wealth Management Firm in Kansas City, MO

Firm Info
Address: 2101 Burlington St, North Kansas City, MO 64116, USA
Phone: (913) 381-7411

Firm Size
Assets Under Management: $276.5 million
# of Advisors: 6
# of Clients: 915
Client to Advisor Ratio: 153:1
Average Account Size: $302,159
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

* required fields

Windward Private Wealth Management Inc. Overview

Windward Private Wealth Management Inc. is an investment advisory firm that offers expert portfolio management and financial planning services to individuals, small businesses, and institutional clients. The firm has been in operation since 2014 and is headquartered in Overland Park, KS. One of the unique things about Windward's services is their fee-only arrangement, making the firm a trustworthy and unbiased financial advisor for their clients. As an investment advice-only firm, Windward's service offerings are tailored specifically to the needs of their clients. Whether you're an individual looking to secure your financial future or a small business searching for ways to grow, Windward has a range of services designed to cater to your financial needs. Their services include financial planning, portfolio management, and investment planning. Windward's experienced team of professionals provides comprehensive, personalized financial advice to help clients achieve their goals. Their portfolio management services are particularly noteworthy, as they offer customized solutions for businesses and institutional clients. Through a deep understanding of the markets and investment strategies, they work to deliver successful outcomes for clients that match their specific risk tolerance levels. Overall, Windward Private Wealth Management Inc. is committed to delivering exceptional investment advice and counseling services, which enable clients to make their money work for them. The fee-only arrangement that they offer, coupled with their expertise in financial planning and portfolio management, makes them a top choice for anyone seeking financial guidance and stability.

WINDWARD PRIVATE WEALTH MANAGEMENT INC. takes pride in serving a diverse range of clients. They cater to individuals who are looking for comprehensive financial planning services. They also cater to high net worth individuals who have complex financial situations that require expert guidance. Pension or profit sharing plans are another type of client that WINDWARD PRIVATE WEALTH MANAGEMENT INC. serves. They offer customized investment solutions to help these organizations meet their financial goals. Additionally, WINDWARD PRIVATE WEALTH MANAGEMENT INC. serves charitable organizations by providing them with investment management services to ensure the responsible management of their assets. When it comes to fee structures, WINDWARD PRIVATE WEALTH MANAGEMENT INC. offers two main options depending on the service provided. For investment management services, they charge a percentage of assets under management (AUM). This fee structure is ideal for clients who want a more hands-off approach to managing their investments. For clients who wish to pay for financial planning services separately, they offer a fixed fee structure. This allows clients to pay for services on a one-time or ongoing basis, depending on their needs. The firm works closely with each client to determine the most suitable fee structure based on individual circumstances. Overall, WINDWARD PRIVATE WEALTH MANAGEMENT INC. strives to provide transparent and flexible fee structures suited to their clients' unique financial needs.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for Windward Private Wealth Management Inc. does not mention a specific investment minimum. However, it is noted that the firm evaluates various criteria, including portfolio size and anticipated future additional assets, in order to determine whether or not to establish and maintain a client relationship. It is possible that a minimum investment requirement may be determined on a client-by-client basis depending on these factors.

How This Office Can Help Kansas City, MO Residents

Oppenheimer & Co. Inc. is a full-service investment firm that provides financial planning services to clients in Oro Valley, AZ. People living in Oro Valley, AZ, face various financial situations, and Oppenheimer & Co. assists them in making informed decisions. The company offers financial advice, including investment portfolios that are custom-tailored to meet each client's unique objectives. Specifically, some people in Oro Valley may need to plan for their retirement, while others may be looking to reduce their tax liabilities. Oppenheimer & Co. provides a range of financial planning services, such as retirement planning, insurance planning, estate planning, tax planning, and wealth management. With its team of experienced investment advisors, clients in Oro Valley can expect to receive personalized advice and strategies that are designed to help them achieve their financial goals. Oppenheimer & Co.'s services make the process of achieving financial independence and stability easy and stress-free for individuals, couples, and families in Oro Valley.

To view the Minimum Investment and Fee Schedule for Windward Private Wealth Management Inc., visit their Part 2 Brochure.

Services Offered by Windward Private Wealth Management Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Windward Private Wealth Management Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 2101 Burlington St, North Kansas City, MO 64116, USA
Phone (913) 381-7411
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location 10955 LOWELL AVENUE, SUITE 410, OVERLAND PARK, KS 66210, United States

This firm has no other locations.

State Registrations

Windward Private Wealth Management Inc. is registered to service clients in the following states:

  • Colorado
  • Illinois
  • Kansas
  • Louisiana
  • Missouri
  • Nebraska
  • New Hampshire
  • Texas

Disciplinary History

Windward Private Wealth Management Inc. does not have any disclosures. Please visit it's Form ADV for more details.