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Windward Wealth Strategies, Inc.

EST. AUM
$251,236,133

CONTACTS

CLIENT ACCOUNTS
397

Firm Details

Metro area Milwaukee
CRD Number 175126
Website windwardwealthstrategies.com
Client types

Overview

Windward Wealth Strategies is a fee-only Registered Investment Adviser that provides comprehensive wealth management, investment management, retirement planning, and financial planning services. The firm serves individuals, foundations, endowments, corporate accounts, and public funds through a personalized fiduciary approach. Its investment philosophy emphasizes long-term, conservative portfolio management, rigorous due diligence, and ongoing client communication. As an independent advisory firm, Windward aligns its interests with clients by operating on a fee-only basis and helping clients pursue their long-term financial objectives through customized investment strategies and holistic financial planning.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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