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Windward Wealth Strategies, Inc.
Oshkosh, Wisconsin
Windward Wealth Strategies, Inc. is a small investment advisory firm based out of Oshkosh, WI. With a team of three dedicated professionals, they specialize in providing comprehensive wealth management services to a diverse clientele. Two of their experienced advisors, Gregory Pierce and Kim Molitor, have been with the firm for many years, ensuring continuity and expertise.
With an impressive track record, Windward Wealth Strategies manages an average of $1,177,250,000 in assets per investment advisor, significantly surpassing the industry average. Their compensation structure offers flexibility, including options such as a perce...see more
Assets Under Mgmt
$166.45M
Investment Professionals
2
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Reviews for Windward Wealth Strategies, Inc.
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