Approach
We Get to Know You
We’re different. Really.
With Windward Wealth Strategies, your goals drive the plan. Whether you are building a family legacy, saving for your children’s education or dreaming of a pleasant retirement somewhere warm, our approach is to advise you and help you achieve those objectives.
Comprehensive + Unique
You are unique, so is your plan.
We appreciate you want to save, invest and grow your money to help meet your long-term goals, as well as your day-to-day needs.
We are your partner. In our approach, Windward Wealth Strategies financial planners will work closely with you to understand your needs, as well as your personal risk tolerances, assets and timelines. We also coordinate with other financial professionals working on your behalf, such as attorneys, accountants and bankers.
Whatever dream you want to achieve, we will help you develop an easy-to-understand plan that will keep your financial future clearly on track.
Proactive + Service Oriented
We’ll call you. Seriously.
We know earning a place as your most trusted financial advisor means taking a proactive approach. That’s why we’ll start with an in-depth interview, so we can understand your financial goals and needs. Then, we’ll put together a plan designed to help you achieve those goals.
As the plan unfolds, we’ll communicate regularly. By staying connected, your Windward Wealth Strategies team can recommend adjustments as your needs and goals evolve. Whether you want us to call, email, text or video conference with you, we’ll be ready with insights and ideas.
We do all this with one goal in mind: We want to be with you for the long-term.
Conservative + Long Term
Our goals are long-term.
Our goal is to exceed your investment objectives with a consistent, conservative, long-term approach.
We strive to balance wealth preservation with growth. And our proprietary equity and fixed income strategies focus on producing above average returns with lower volatility.
Interests Aligned
We’re motivated by one thing: your success
We are committed to aligning our interests with yours. As part of this commitment, we are a fee-only financial planner. That means we do not sell any products or accept any commissions or outside fees.
Our interests are completely aligned with your success. And with us, you can choose an outside firm to serve as your custodian, ensuring you maintain ultimate control over your assets.
Cost-effective Emphasis
If there is a better way to do it, we’ll find it!
As a fee-only financial planner, you will only pay a single fee for all financial planning, retirement planning and wealth management services, based on the total amount of investable assets you have with us. You can also appoint an outside custodian to safeguard your assets and capitalize on highly competitive custodial and trading costs. We also provide a number of Separately Managed Account (SMA) strategies for both Equities and Fixed Income.
Research-driven Investment
We ask the tough questions.
All external fund managers are put through an extensive due diligence process before we will work with them. We begin with an initial screening of potential investment providers. We conduct onsite visits to personally meet the teams who will manage our funds. After collecting this data, a committee compares all options to determine whether to invest.
In addition to experience and active returns, we look for:
- Sound investment philosophy
- Proven ability to outperform
- Conviction
- Consistency
- Investment culture
- Risk control
If you’d like to learn more about our approach, please call (920) 230-2215 to schedule a complimentary consultation with a Windward Wealth Strategies advisor.
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