Windward Private Wealth Management Management Team
Contact top employees from
Windward Private Wealth Management
Summary
Windward Private Wealth Management is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at Kansas City, Missouri, USA. The number of employees ranges from 1 to 25. The annual revenue of Windward Private Wealth Management varies between 100K and 5.0M. To connect with Windward Private Wealth Management employee register on SignalHire.
Industries
Financial Services
Headquarters Location
Employees Size
1-10 employees
Specialties
Wealth Management, Charitable Gifting Strategies, Tax Planning, Small Business Planning, Retirement Planning, Social Security Planning, Estate Planning, Debt Management, Education Planning, Asset Protection
SIC Code
6189
DMA Code
Kansas City Metropolitan Area
Founded
1999
Estimated Annual Revenue
$100K - 5.0M
Operating Status
Independent Company
Contact Windward Private Wealth Management
Organization Website
Social Links
Phone Number
(913)381-7411
Employees Turnover 2 quarter 2025
Length of Employment
Employee tenure at Windward Private Wealth Management shows a diverse range of experience levels:
6% for 1–2 years25% for 3–4 years19% for 5–7 years13% for 8–10 years38% have over 11 years of service at Windward Private Wealth ManagementContact top employees from
Windward Private Wealth Management
Caitlin Ryser
Client Service Specialist II
Drew Osborne
CEO/Senior Wealth Manager
Brandy Ward
Wealth Manager
Darrell Tierney
Senior Wealth Manager
Brad Harrison
Tax Manager
Emily Tierney Petty
Wealth Manager
Steven Osborne
Senior Wealth Manager
Nicholas Hartley
Associate Wealth Manager
Emily Tierney
Associate Wealth Manager
