WINDWARD WEALTH STRATEGIES, INC.
Windward Wealth Strategies, Inc. is a leading financial advisory firm that specializes in providing expert guidance and support to clients seeking to secure their financial future. With a dedicated team of experienced advisors, they strive to help their clients achieve their financial goals through personalized financial plans and services.
How does the advisor help clients – Key Takeaways:
Whether a client is just starting their financial journey or approaching retirement, Windward Wealth Strategies, Inc. offers a wide range of services to help them navigate the complex world of finance. These key takeaways highlight the ways in which Windward Wealth Strategies, Inc. helps their clients:
- Creates customized financial plans tailored to each client’s unique needs and goals
- Provides ongoing support and guidance to help clients stay on track towards their financial objectives
- Offers a diverse range of financial services to meet the various needs of clients at every stage of their financial journey
Facts and Insights
Here are some key facts and insights about Windward Wealth Strategies, Inc. that highlight their success and expertise in the financial industry:
- Founded in 1998, Windward Wealth Strategies, Inc. has been in business for over 20 years, helping clients achieve their financial goals and build a secure future for themselves and their families.
- As of the latest publicly available data, Windward Wealth Strategies, Inc. has over $1 billion in assets under management, with a team of experienced advisors dedicated to managing these assets for the benefit of their clients.
- The firm has a team of 20 advisors, each with their own specialized areas of expertise, allowing them to provide comprehensive financial planning and services to clients with diverse needs and goals.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 1998 | $1 billion+ | 20 |
Financial Services Offered
Windward Wealth Strategies, Inc. offers a wide range of financial services to meet the diverse needs and goals of their clients. These services include:
- Retirement Planning
- Investment Management
- Estate Planning
- Insurance Planning
- Tax Planning
- Education Planning
Client Types
Windward Wealth Strategies, Inc. works with clients from all walks of life, including:
- Individuals and families
- Business Owners
- High-net-worth individuals
- Retirees
- Women
- Successful Professionals
- Young Professionals
Fees & Compensation
Windward Wealth Strategies, Inc. operates on a fee-only model, meaning they are compensated solely by their clients and do not receive any commissions or compensation from third-party sources. This fee-only structure ensures that their advisors are always acting in the best interest of their clients, without any conflicts of interest.
Background
The founding partners of Windward Wealth Strategies, Inc. possess a wealth of experience in the financial industry, with backgrounds in accounting, law, and investment banking. This diverse expertise allows them to provide clients with a thorough and well-rounded approach to financial planning and management.
Financial Advisor Disclosures to Know
As with any financial advisory firm, it is important for clients to understand any potential conflicts of interest or information that may impact their decision to work with a particular advisor. Here are some key financial advisor disclosures to know about Windward Wealth Strategies, Inc.:
- All advisors at Windward Wealth Strategies, Inc. have a fid