Windward Private Wealth Management, established in 1999 and based in Overland Park, Kansas, is an independent, fee-only financial advisory firm specializing in comprehensive wealth management for individuals and families. The firm emphasizes a fiduciary approach, ensuring clients’ interests are prioritized through personalized strategies that focus on developing retirement plans, optimizing tax efficiency, and preserving capital. Services include tailored investment management, strategic withdrawal planning, and legacy planning, all delivered by a team of experienced professionals, including CERTIFIED FINANCIAL PLANNER™ practitioners and CPAs. Windward’s client-centric model is designed to provide confidence and peace of mind, supporting clients through various life stages and financial goals.