WINDWARD WEALTH STRATEGIES, INC.

Overview

Windward Wealth Strategies, Inc. is an independent registered investment adviser that functions as a capital allocator for both individual and institutional clients. The firm combines financial planning and portfolio management for individuals, small businesses and institutions with the ability to select and place capital with third‑party managers. Its fee model is flexible — charging a percentage of AUM alongside hourly and fixed fees — which supports bespoke engagements ranging from ongoing portfolio management to one‑off advisory projects. Investment activity shows a clear equity bias: the firm favors exchange‑traded equities and uses both separately managed account (SMA) structures and pooled vehicles to implement client strategies. Windward Wealth Strategies deploys liquid equity exposures as the core of client portfolios while maintaining the ability to add illiquid and alternative strategies through external managers. The firm is not positioned as an ESG‑focused adviser and does not present itself as a multi‑state adviser.

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Public Holdings

Investments & Alternatives

Location & Offices