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  Chart Your Financial Future

  Your journey is unique. Whether you are working to build a legacy, retire early, or travel the world, Windward Wealth Strategies' advisors are here to help you achieve your dream

  Financial Planning Process

• 1

S&P500

2556.34

-1.3

-0.05%

 

NASDAQ

6621.607

-2.397

-0.036%

 

NYSE

12338.98

-20.54

-0.1662%

 

MMM

216.61

-2.11

-0.96%

 

AXP

91.88

-0.08

-0.09%

 

T

36.055

-0.116

-0.3193%

 

BA

258.68

-1.07

-0.41%

 

CAT

130.67

-0.8

-0.61%

 

CVX

120.005

-0.125

-0.104%

 

CSCO

33.529

-0.011

-0.033%

 

KO

46.426

-0.194

-0.4157%

 

DD

83.93

0.00

0.00%

 

XOM

82.61

-0.2

-0.24%

 

GE

23.04

-0.32

-1.37%

 

GS

237.96

-4.45

-1.84%

 

HD

164.75

+0.53

+0.32%

 

INTC

39.567

-0.193

-0.485%

 

IBM

146.5

-0.33

-0.22%

 

JNJ

139.109

+2.989

+2.1961%

 

JPM

97.73

-0.11

-0.11%

 

MCD

165.8

+0.79

+0.48%

 

MRK

62.97

-0.37

-0.58%

 

MSFT

77.47

-0.18

-0.23%

 

NKE

51.895

+0.525

+1.022%

 

PFE

35.855

-0.125

-0.347%

 

PG

92.54

-0.6

-0.64%

 

TRV

128.27

-0.55

-0.43%

 

UNH

202.58

+9.38

+4.86%

 

UTX

119

-0.01

-0.01%

 

VZ

48.21

+0.12

+0.25%

 

V

107.925

-0.375

-0.346%

 

WMT

86.15

+0.41

+0.48%

 

DIS

98.12

-0.01

-0.01%

 

S&P500

2556.34

-1.3

-0.05%

 

NASDAQ

6621.607

-2.397

-0.036%

 

NYSE

12338.98

-20.54

-0.1662%

 

MMM

216.61

-2.11

-0.96%

 

AXP

91.88

-0.08

-0.09%

 

T

36.055

-0.116

-0.3193%

 

BA

258.68

-1.07

-0.41%

 

CAT

130.67

-0.8

-0.61%

 

CVX

120.005

-0.125

-0.104%

 

CSCO

33.529

-0.011

-0.033%

 

KO

46.426

-0.194

-0.4157%

 

DD

83.93

0.00

0.00%

 

XOM

82.61

-0.2

-0.24%

 

GE

23.04

-0.32

-1.37%

 

GS

237.96

-4.45

-1.84%

 

HD

164.75

+0.53

+0.32%

 

INTC

39.567

-0.193

-0.485%

 

IBM

146.5

-0.33

-0.22%

 

JNJ

139.109

+2.989

+2.1961%

 

JPM

97.73

-0.11

-0.11%

 

MCD

165.8

+0.79

+0.48%

 

MRK

62.97

-0.37

-0.58%

 

MSFT

77.47

-0.18

-0.23%

 

NKE

51.895

+0.525

+1.022%

 

PFE

35.855

-0.125

-0.347%

 

PG

92.54

-0.6

-0.64%

 

TRV

128.27

-0.55

-0.43%

 

UNH

202.58

+9.38

+4.86%

 

UTX

119

-0.01

-0.01%

 

VZ

48.21

+0.12

+0.25%

 

V

107.925

-0.375

-0.346%

 

WMT

86.15

+0.41

+0.48%

 

DIS

98.12

-0.01

-0.01%

 

• How Fee-only Financial Planning Works

  Part 1 in a Series on Understanding Direct (and Indirect)… Read More

• Greg Pierce on Investment Strategy & Portfolio Review

    Transcript: The markets right now are screaming portfolio review… Read More

• 1

• Your Financial Plan

  Together we'll develop an easy-to-understand plan that keeps your financial future on course. Download a sample from the financial planning page Read More

• Your Goals, Our Team

  We believe in a comprehensive approach to wealth management. When you work with us, our team becomes part of yours. Read More

• 1

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