​Windward Private Wealth Management is an independent, fee-only financial advisory firm based in the Kansas City area, offering personalized wealth management services to individuals and families at various life stages. As a fiduciary and SEC-registered investment advisor, Windward is legally obligated to prioritize clients’ interests, providing services such as retirement planning, tax optimization, investment management, and legacy planning. Their team of Certified Financial Planners (CFPs) and Certified Public Accountants (CPAs) collaborates to create customized financial strategies, aiming to preserve capital, reduce taxes, and ensure clients do not outlive their savings. Windward emphasizes transparency by not accepting commissions or referral fees, instead charging based on assets managed or a retainer fee. Clients benefit from dedicated advisory teams, annual in-person reviews, and unlimited communication, ensuring ongoing support and adaptability to changing financial needs. The firm also provides educational resources through its “Windward Passages” blog, covering topics like tax planning and charitable giving. Windward serves clients across different financial journeys, from those just starting to build wealth to individuals focused on leaving a legacy. ​