Windward Private Wealth Management

At Windward Private Wealth Management, we understand that every individual's financial journey is unique. Our experienced team is dedicated to helping you achieve your financial goals, whether that's securing your retirement, building wealth, or preserving your legacy.

As a fee-only advisory firm, we're committed to putting your interests first. We believe that a comprehensive financial plan is the key to achieving long-term success. Our team of specialists takes the time to understand your goals, risk tolerance, and values, and then develops a customized plan tailored to your specific needs.

Our Services

At Windward Private Wealth Management, we offer a range of services designed to help you achieve your financial goals. From investment guidance to tax planning, we're dedicated to providing you with the expertise and guidance you need to make informed decisions.

• Develop a Plan: We work with you to develop a personalized financial plan that addresses your unique goals and objectives. Our team will help you navigate the complexities of the financial market and create a plan that's tailored to your specific needs.
• Save Taxes: Our team of experts will work with you to develop a strategic withdrawal strategy that meets your needs and helps you save taxes.
• Preserve Capital: We'll help you implement a conservative wealth management investment approach built on your goals and risk tolerance.

What You Can Expect

At Windward Private Wealth Management, you can expect:

• Dedicated Team of Advisors: You'll have access to a team of experienced professionals who are committed to helping you achieve your financial goals.
• Annual, In-Person Review Meeting: We'll meet with you annually to review your progress, update your plan, and make any necessary adjustments.
• Unlimited Phone Calls and Emails: You'll have direct access to our team, and we'll respond promptly to any questions or concerns you may have.

Who We Serve

At Windward Private Wealth Management, we serve individuals and families who are seeking expert guidance and support in achieving their financial goals. From building wealth to preserving your legacy, we're committed to helping you achieve your financial goals.

About the Firm

Windward Private Wealth Management is an independent, fee-only advisory firm with two locations in the Kansas City area. We're a Registered Investment Advisor and a fiduciary, which means we're legally required to put your interests first. As a fee-only firm, we don't accept referral fees or commissions. We're compensated by a percentage of assets we manage or a retainer, which is consistent with our advisory and fiduciary responsibility to our clients.

Our Team

Our team of experts includes:

• Darrell R. Tierney, CFP, CPA, Senior Wealth Manager
• Drew S. Osborne, CFP, Senior Wealth Manager
• Emily Tierney Petty, CFP, Wealth Manager
• Brandy K. Ward, Wealth Manager
• Nicholas P. Hartley, Associate Wealth Manager
• Kathy M. Washburn, EA, Operations Associate and Tax Preparer
• Caitlin M. Ryser, Operations Manager
• Brad J. Harrison, CPA, Tax Manager

Investment Research Team

Our investment research team is led by:

• Darrell R. Tierney, CFP, CPA, Co-Chief Investment Officer
• Drew S. Osborne, CFP, Co-Chief Investment Officer
• Brandy K. Ward, Portfolio Technical Specialist

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