A complete list of active advisors currently associated with Windward Wealth Strategies, Inc.
Warmer can help you find a great advisor at Windward Wealth Strategies, Inc. or one who fits your needs even better.
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.
To learn more about the advisors currently working at Windward Wealth Strategies, 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.
Name |
Location |
Years of experience |
|---|---|---|
Oshkosh, WI
| 12
| |
Oshkosh, WI
| 22
|
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