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Drew Osborne

Chief Executive Officer, Senior Wealth Manager

Windward Private Wealth Management Inc

United States, Missouri, Kansas City

About Me

Drew Osborne is president of Windward Private Wealth Management and a Senior Wealth Manager. Drew assists with a wide variety of financial planning and wealth management tasks, including preparation of client financial plans, investment recommendations and tax return preparation. He is passionate about helping people with their finances and enjoys meeting with clients and finding ways to help them with their wealth management needs. Before joining Windward, Drew worked with Steven T. Osborne, CPA, for two years as a tax accountant. Previously, he spent seven years as the area director for Young Life Platte County, where his responsibilities included b

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Profile Information

Chief Executive Officer, Senior Wealth Manager

Windward Private Wealth Management Inc

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Kansas City

Missouri

United States

Sep 2, 2024

Work Experience

Windward Private Wealth Management Inc

Chief Executive Officer, Senior Wealth Manager
Jan 2022 - Present
Email: dosborne@windwardfp.com

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