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Facts and Insights

Key Takeaways: How does the advisor help clients

Windward Management LP is a leading financial advisory firm that provides expert guidance and management of assets for clients. They have a team of experienced professionals who utilize their expertise and resources to help clients achieve their financial goals and objectives.

Their services include financial planning, investment management, retirement planning, tax and estate planning, and more. They work closely with clients to understand their unique needs and develop personalized strategies to help them achieve financial success.

Windward Management LP is dedicated to providing clients with transparent and unbiased advice, always acting in their best interest.

Assets Under Management, Number of Advisors and Time in Business:

Assets Under Management Number of Advisors Time in Business
$1.2 billion 15 25 years

As of the latest available data, Windward Management LP manages assets worth $1.2 billion, with a team of 15 dedicated advisors. They have been in business for 25 years, establishing a strong track record of success and building strong relationships with their clients.

Financial Services Offered:

  • Financial planning
  • Investment management
  • Retirement planning
  • Tax planning and preparation
  • Estate planning
  • Insurance planning

Windward Management LP offers a comprehensive range of financial services to help clients manage their wealth and plan for their future. Their experienced advisors work closely with clients to understand their financial goals and develop customized strategies to achieve them.

Client Types:

Windward Management LP serves a diverse range of clients, including individuals, families, businesses, and institutions. They have the knowledge and experience to assist clients from all walks of life and provide tailored solutions to meet their financial needs.

Fees & Compensation:

Windward Management LP operates on a fee-based system, where their compensation is based on a percentage of the assets they manage for clients. This model ensures that their interests are aligned with the client’s, as they only make money when the client’s portfolio is performing well.


The team at Windward Management LP has decades of combined experience in the finance industry. They are committed to staying up-to-date with the latest industry trends and best practices to provide clients with the best possible service. Their goal is to help clients build and preserve wealth and achieve their financial objectives.

Financial Advisor Disclosures to Know:

As a registered financial advisor, Windward Management LP is required to disclose any potential conflicts of interest or material information that may impact their clients’ decisions. They adhere to all regulatory requirements and prioritize transparency in their advisory services.

Company Information

Main Office

Mail Office

Other Information

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