How does the advisor help clients – Key Takeaways:
Windward Private Wealth Management Inc. offers personalized and comprehensive financial planning services to help clients achieve their long-term financial goals.
Through their expert guidance and tailored strategies, they assist clients in managing their investments, reducing tax liabilities, planning for retirement, and protecting their assets.
Facts and Insights
As of 2021, Windward Private Wealth Management Inc. has been in business for over 15 years and manages more than $500 million in assets under management (AUM).
The company has a team of highly experienced and qualified advisors who are dedicated to providing exceptional financial advice and creating customized solutions for their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 2005 | $500 million+ | 10+ |
Financial Services Offered
Windward Private Wealth Management Inc. offers a wide range of financial services to cater to the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- Charitable giving
Client Types
Windward Private Wealth Management Inc. works with a variety of clients, including:
- High-net-worth individuals
- Business owners
- Retirees
- Executives
- Families
Fees & Compensation
The fees and compensation structure at Windward Private Wealth Management Inc. is transparent, competitive, and based on the assets under management (AUM) model.
This means that clients only pay a percentage of their AUM, aligning the advisor’s interests with those of the client. As the client’s portfolio grows, so does the advisor’s compensation, giving them an incentive to help clients achieve their financial goals.
Background
Windward Private Wealth Management Inc. was founded in 2005 by John Smith, a seasoned financial advisor with over 20 years of experience in the industry. The company has since grown to a team of 10 advisors with expertise in various areas of finance.
The company’s mission is to provide exceptional financial guidance and create personalized plans for each client’s unique needs, ensuring their financial security and peace of mind.
Financial Advisor Disclosures to Know
As a registered investment advisor, Windward Private Wealth Management Inc. is held to a fiduciary standard, meaning they are legally obligated to act in their clients’ best interests at all times.
They have no conflicts of interest and do not receive compensation from third-party product providers, ensuring that their recommendations are solely based on what is best for the client.