Windward Capital

Windward Private Client Group

Windward prides itself on its reputation, experience and roots as a high net worth investment manager.  After many years of managing clients’ assets and assisting them in obtaining their investment goals, our portfolio managers have learned that the best way for us to continue to build our business and our firm’s reputation is to focus on one relationship at a time.  We do not offer investment products; we offer investment solutions. Everything we do centers on our client relationships.  Only by setting an industry example do we expect to earn our clients’ continuing respect and confidence.
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