Windward Wealth Strategies, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$202,326,189
Clients
394
Advisors
2
of 3 employees
About
Windward Wealth Strategies provides discretionary investment management, financial planning and pension consulting to individuals (including a significant number of high‑net‑worth clients) as well as corporations, foundations, trusts and public plans. The firm charges percentage‑of‑AUM advisory fees and reports managing approximately $251 million across several hundred client accounts.
The firm implements portfolios spanning domestic and foreign equities, taxable and tax‑exempt fixed income and alternative investments, and it may offer private placements for qualified clients; security selection relies on fundamental, technical and cyclical analysis. Clients receive written financial plans, an investment policy statement when appropriate, and ongoing account reviews (at least monthly); the firm pays cash for external research rather than using soft‑dollar arrangements.
Distinctive operational features include acting as a sponsor/manager of pooled or private investment opportunities and the potential to recommend investments in issuers in which the adviser or its personnel have material financial interests (the brochure cites, for example, interests in a real estate development company). The firm also discloses personnel involvement in a local professional sports enterprise (Fox Valley Pro Basketball) and manages a relatively large asset base with a very small advisory team, which the firm addresses through its compliance and disclosure practices.
Client services
Expertise
Fee options
Financial planning fixed fees typically range from $1,000-$3,500
$0 - $2 Million: 1.00% Over $2 Million - $5 Million: 0.85% Over $5 Million - $10 Million: 0.75% Over $10 Million+: 0.60%
$200-$400 per hour depending on complexity and qualifications
Account minimum: $250,000
Main office
2370 State Road 44, Suite A
Oshkosh WI 54904
Advisors at this office
2
Most active in
Alabama · Arizona · California · Colorado · Florida · Georgia · Illinois · Iowa · Kentucky · Massachusetts · Michigan · Minnesota · New York · Utah · Washington · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Kim M
Series 65
Oshkosh, WI
Windward Wealth Strategies, Inc.
Kim Molitor is a financial advisor at Windward Wealth Strategies, Inc. in Oshkosh, Wisconsin, holding a Series 65 designation with 12 years of industry experience. She has been with Windward Wealth Strategies since 2015. Outside of her advisory role, Molitor serves as Vice President of Fox Valley Pro Basketball, Inc., an organization involved in the development of a local basketball arena. Windward Wealth Strategies is a privately held, employee-owned firm managing approximately $202 million for about 81 clients, including individuals, corporations, pension and profit-sharing plans, municipalities, foundations, trusts, and pooled vehicles. The firm offers discretionary portfolio management, financial planning, and consulting services, utilizing fundamental, technical, and cyclical analysis across various asset classes and alternative investments.
Gregory P
Series 63, Series 65
Oshkosh, WI
Windward Wealth Strategies, Inc.
Gregory Pierce is a financial advisor at Windward Wealth Strategies, Inc. in Oshkosh, WI, with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with Windward Wealth Strategies since 2015. Outside of his advisory role, he serves as president of Fox Valley Pro Basketball, Inc., an organization involved in developing a local sports arena. Windward Wealth Strategies is a privately held, employee-owned firm managing approximately $202 million for a diverse client base that includes individuals, corporations, pension plans, municipalities, and foundations. The firm offers discretionary portfolio management, financial planning, and pension consulting services, employing fundamental, technical, and cyclical analysis across various asset classes, including alternative investments and private placements.
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