Kim Molitor & Cass Knight Featured in Women Magazine

Windward Wealth Strategies’ very own Kim Molitor and Cass Knight have been featured in Women Magazine multiple times over the last couple months. Most notably, you’ll find Kim on the cover of the July issue featuring an article titled Financial Focus — Kim Molitor, Windward Wealth Strategies, Inc., Takes a Personalized Approach (pg 18). The article outlines Windward’s personalized approach to wealth management, retirement, budgeting, tax planning and wealth transfer.

Read More >>

Fixed Income Flash – Brexit

The results from yesterday’s referendum in the UK on continued EU membership indicate a clear victory for the “Leave” camp despite leaders from both major parties supporting the “Remain” campaign.

Read More >>

Taxes Matter: Capital Gains Tax

“My Investment Account Lost Money and I still have to pay Taxes on the Capital Gains?” Is this a frequent question you receive from High Net Worth Clients? Your clients just need a firm that emphasizes tax efficiency. Managing Taxes is not difficult to do. Here’s why….

Read More >>

Masters Tournament® Lessons For Financial Planning

I had the privilege of attending the Masters Tournament® in Augusta, GA this past week, definitely not as a participant, but as a “patron”. It’s not the first time I’ve been there, but as a golfer and enthusiast, every time is special and unique. They’ve changed a few things since I last attended seven years ago.

Read More >>

Contact Us

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