Windward Private Wealth Management Inc
10955 Lowell Avenue, Suite 410, Overland Park, KS 66210
(913) 381-7411
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Contacts
Street address:
10955 Lowell Avenue, Suite 410
City / suburb:
Overland Park
County:
Johnson
State:
Kansas
ZIP code:
66210
Phone:
(913) 381-7411
GPS Longitude:
-94.6761539
GPS Latitude:
38.9303846
Business description
We are a fee-only wealth management firm in Overland Park, Kansas that helps selected families preserve capital, reduce taxes, and develop a plan so they don’t outlive their money.
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.
General information
Categories
- Government, Non-Profit and Other Government Public Finance, Taxation, and Monetary Policy Budget Agency, Government, Coin Minting Mints, Controllers' Office, Government
- Public Administration Public Finance, Taxation And Monetary Policy Finance, Taxation, And Monetary Policy
Business data
Standard industrial classification code: | 9311 | |
City / suburb: | Overland Park, KS | |
County: | Johnson |
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More details about this business
According to our records, this business is located at 10955 Lowell Avenue, Suite 410 in Overland Park (in Johnson County), Kansas 66210, the location GPS coordinates are: 38.9303846 (latitude), -94.6761539 (longitude). Windward Private Wealth Management Inc is categorized under Budget Agency, Government (SIC code 9311). You can contact the company by phone at (913) 381-7411. Business website can be accessed at http://www.windwardfp.com.
Open from 8:00 am until 5:00 pm (Monday - Friday).
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Hours
• Mon
8:00 am - 5:00 pm
• Tue
8:00 am - 5:00 pm
• Wed
8:00 am - 5:00 pm
• Thu
8:00 am - 5:00 pm
• Fri
8:00 am - 5:00 pm
• Sat
Closed
• Sun
Closed
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