Navigating Your Personal Financial Strategy

You deserve a one-of-a-kind financial plan. We’re a one-of-kind wealth strategy firm. Here’s why:

  • We do the legwork. You can rely on us to coordinate and collaborate with other members of your wealth management team: Attorney, accountant, banker, insurance provider and investment provider.
  • Research drives us. We carefully select our investment product options, conducting extensive due diligence that includes personal site visits to meet and evaluate fund managers.

Investment Research Process


Contact Us

Windward Wealth Strategies Northeast Wisconsin Office 2370 State Road 44 STE A Oshkosh, WI 54904