Windward Private Wealth Management
Investment Management, Financial Planners, Financial Planning Consultants
CLOSED NOW:
Closed
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Meritage Portfolio Management
Serving the Kansas City area.
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- HoursCLOSED NOW
- Regular Hours:
Mon - Fri Sat - Sun Closed - Phone:
Main - 913-381-7411
- Address:
- 851 NW 45th St Ste 106 Kansas City, MO 64116
- Email:
- Link:
- Categories
- Investment Management, Financial Planners, Financial Planning Consultants, Financial Services, Investment Securities, Investments
- Services / Products
- 1999 Investment Planning Small Business Planning Tax Planning Tax Preparation Wealth Enhancement Wealth Protection Wealth Transfer
- Associations
- Certified Financial Planner,Fee Only Network,The National Association Of Personal Financial Advisors
General Info
Windward is a fee-only wealth management firm in North Kansas City, Missouri that helps selected families preserve capital, reduce taxes, and develop a plan so they don’t outlive their money.
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