Windward Private Wealth Management

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Windward Private Wealth Management — overview

About

Windward Private Wealth Management is a US-based wealth manager and a registered investment adviser. It provides investment advisory services to its clients on both discretionary and non-discretionary basis. The services it offers include wealth management, investment management, financial planning, budgeting and cash management, retirement planning, estate planning, debt management, charitable giving, insurance planning and tax planning services. The wealth manager advises individuals and pension and profit-sharing plans.

Windward Private Wealth Management - known decision makers (9)

Position	Location	Asset Class
Associate Wealth Manager	Overland Park, US	GEN
Associate Wealth Manager	Overland Park, US	GEN
Chief Operations Officer, Senior Wealth Manager	Overland Park, US	GEN
Founder & Senior Wealth Manager, Co-Chief Investment Officer	Overland Park, US	GEN
Manager	Overland Park, US	GEN

Showing 5 of 9 known decision makers Windward Private Wealth Management

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