Windward Private Wealth Management Inc

Windward Private Wealth Management Inc in Overland Park, KS
10955 Lowell Avenue, Suite 410, Overland Park, KS 66210
(913) 381-7411

Contacts

Street address:
10955 Lowell Avenue, Suite 410

City / suburb:
Overland Park

County:
Johnson

State:
Kansas

ZIP code:
66210

Phone:
(913) 381-7411

Social networks:

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

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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