Kansas City, MO Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Windward Private Wealth Management Inc.
Team
Firm-wide stats for Windward Private Wealth Management Inc.
About
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.
Expertise
Location
Kansas City MO
Advisors at this office
3
Advisors at this office
Nicholas H
CFP®, Series 65
Kansas City, MO
Windward Private Wealth Management Inc.
Nicholas Hartley is a CFP® and holds a Series 65 license, with three years of experience in financial advising. He has been with Windward Private Wealth Management Inc. since 2021. Outside of advisory work, he has held various positions including roles at Indian Foothills Golf Course and Missouri Valley College. Windward Private Wealth Management provides discretionary wealth management and comprehensive financial planning to individual clients and pension and profit-sharing plans. The firm uses a Modern Portfolio Theory-based investment approach, primarily employing ETFs and mutual funds, and offers additional services such as tax preparation and college savings plan management.
Andrew O
CFP®, Series 66
Kansas City, MO
Windward Private Wealth Management Inc.
Andrew Osborne is a CFP® with 15 years of industry experience, currently serving as an advisor at Windward Private Wealth Management Inc. in Kansas City, MO. He previously worked at Steven T. Osborne, CPA for six years before joining Windward, where he has been part of the advisory team for over seven years. Windward Private Wealth Management provides wealth management and comprehensive financial planning services to both high-net-worth and non-HNW individuals and pension/profit-sharing plans. The firm employs a Modern Portfolio Theory-based investment approach with diversified asset allocations, emphasizing a "look frequently, trade infrequently" strategy combined with tailored financial planning that includes tax, retirement, estate, and insurance considerations.
Blake H
Series 65
Kansas City, MO
Windward Private Wealth Management Inc.
Blake Harris is a financial advisor at Windward Private Wealth Management Inc. in Kansas City, MO, holding a Series 65 credential with two years of industry experience. Prior to joining Windward, he founded and operated BH Flips LLC, an online eBay store specializing in buying and reselling items. Windward Private Wealth Management provides wealth management and comprehensive financial planning services to individuals and pension/profit-sharing plans, managing approximately $309.6 million in assets for about 226 clients. The firm employs a Modern Portfolio Theory-based investment approach with diversified allocations and offers tailored financial planning that includes tax, retirement, estate, and insurance advice.
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