Getting Started
You’re buying a home. Raising a family. Running a business or putting money away for your child’s education. Retirement seems years and years away, but that hasn’t stopped you from thinking about the future.
Common Financial Challenges
What’s happening now and in the next few years, however, matters most.
At Windward, we can help you build, manage and protect your wealth to make the most of your working life. By developing a custom financial plan that lines up with your goals, we strive to help you build wealth and preserve it, and manage your insurance, taxes and benefits.
Our fee-only service model sets the standard for wealth management, as our experienced, fiduciary team has your best interests in mind. With Windward, we strive to help you live your best life, both personally and financially.
Building Wealth
You’ve built a nice, comfortable life for your family. You’re confident in your career. Your children have left the nest or are off to college. Retirement might seem eons away – you’re not even close
to slowing down – but it’s the right time to plan, protect your wealth, and become financially independent.
Common Financial Challenges
Are you ready to grow?
Whether you need to pay for college, manage your taxes or fund your retirement, our fee-only advisory firm has the expertise and experience to help you invest responsibly, protect your assets, and reach your financial goals.
The Windward team is held to the highest fiduciary standard, so we’ll always have your best interests in mind. We craft financial plans that are customized to your situation, and we aim to give you the confidence that you’ve made the right decisions.
Financially Independent
You’ve worked hard to build wealth. Now it is time to protect it.
By focusing on tax-efficient withdrawal strategies, opportunistic rebalancing, and conservative investment and planning strategies, we guide clients step by step through preparing for retirement and developing a plan to help their assets last.
Common Financial Challenges
Windward Private Wealth Management is an independent, fee-only financial advisory firm that helps clients protect their assets over a lifetime. Our transparent business model is based on putting our clients’ interest first, building personalized investment portfolios and wealth management strategies.
We provide traditional asset management with customized asset allocations. Our investment planning service starts with a comprehensive analysis of each stock, mutual fund and ETF in your portfolio, evaluating each for performance, volatility and how they interact as part of the portfolio and with each other. Based on the results of our analysis, your investment goals and risk tolerance, we build a unique investment plan for you. We update you on the status of your investments with online reporting, quarterly reports and monthly brokerage reports, and continuously monitor your portfolio, looking for new opportunities and potential detriments.
Complementary to your investment strategy, Windward creates an overall wealth management plan. Each plan uniquely focuses on wealth protection, enhancement and transfer. Our advanced income tax planning and preparation, cash management and retirement withdrawal planning create dependable strategies that maximize benefits while reducing risk. Through comprehensive insurance planning, including life, long-term care, umbrella liability, and property and casualty, we help protect our clients from the unforeseen. We also provide asset and identity theft protection and help clients establish wealth transfer plans.
Gain financial independence with a unique, personalized wealth management plan from Windward and build your legacy today.
Leaving a Legacy
Legacy: You’ve spent your life creating one
Carefully building up wealth so you can enjoy your retirement and gift your assets to your family, favorite cause or church.
Common Financial Challenges
- Creating a legacy plan
- Donating assets to a cause
- Distributing assets to family members
- Making certain wealth lasts a lifetime
At Windward Private Wealth Management, we understand the art and importance of legacy. Our professional team of financial planners can craft a strategy to give your retirement funds longevity while simultaneously reducing estate and income taxes so you can intelligently transfer wealth to the cherished individuals or institutions of your choice.
As a fee-only, independent wealth management firm, we’ve helped numerous clients accumulate wealth and elegantly and seamlessly distribute their assets. Creating a customized financial plan unique to your situation, appropriate level of risk and lifetime transfer goal, our team can use its tax expertise, opportunistic rebalancing and unbiased advice to help you reach your strategic financial targets.
As you age, you need a solid, focused retirement plan that expertly balances saving, withdrawals, tax management and investing with your legacy ambitions. We can help you find the right formula, guiding you to a comfortable retirement so you can share the bounty you’ve created.
Start creating your legacy with the Windward financial team.