A complete list of active advisors currently associated with Windward Private Wealth Management Inc.

Warmer can help you find a great advisor at Windward Private Wealth Management Inc. or one who fits your needs even better.

Windward Private Wealth Management provides wealth management and comprehensive financial planning to individuals and pension/profit-sharing plans, serving both high-net-worth and non‑HNW clients. As of January 28, 2026 the firm reported roughly $309.6 million in assets under management for about 226 clients, served by a six-advisor team, with the vast majority of assets managed on a discretionary basis. The firm’s investment process is grounded in Modern Portfolio Theory and implemented through diversified asset allocations documented in investment policy statements, generally using ETFs and mutual funds and pursuing a “look frequently, trade infrequently” rebalancing approach. Windward pairs portfolio management with tailored financial planning services that address tax planning, retirement, estate and insurance matters, and it permits clients to impose reasonable restrictions on account management. Compared with many peers, Windward operates from multiple offices (eight), which is uncommon for a firm of its size and may affect how it delivers client service and coordination across the team. The firm also provides in‑house tax preparation services to both wealth management and non‑advisory clients (with fee offsets available for larger relationships) and advises on 529 plan allocations using the Bloomwell 529 Education Savings Plan options, arrangements it discloses as separate engagements from its advisory work.

To learn more about the advisors currently working at Windward Private Wealth Management Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.