About Windward Wealth Strategies, Inc.
Windward Wealth Strategies, INC. is a registered investment advisor located in Oshkosh, WI. The firm specializes in comprehensive financial planning, wealth management, and retirement planning services for individuals, executives, physicians, women, foundations, and endowments. With a strategic approach, Windward Wealth Strategies aims to guide clients towards their financial goals, whether it's building a legacy, planning for early retirement, or global travel. Their experienced wealth management team focuses on consistent, conservative, long-term investment strategies and regular communication to ensure clients remain on course. As of March 2024, Windward Wealth Strategies manages $247.6 million in total client assets across 930 accounts. The firm emphasizes tailored financial solutions and institutional investing expertise to help clients chart their financial future effectively. Their services include retirement planning, wealth management, and institutional investment solutions, making them a comprehensive partner for diverse financial needs in Oshkosh and surrounding areas.
Website: http://windwardwealthstrategies.com
Founded: 2015
Office Locations
- Oshkosh, WI (Headquarters)
Services Offered
- 3(21) Investment Advisor
- 3(38) Investment Manager
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $247.6M