Steve Osborne is a senior wealth manager with Windward Private Wealth Management, a firm that helps people preserve their wealth by designing customized portfolios that focus on tax-efficient, systematic investing rather than chasing market returns. Steve focuses on addressing his clients’ wealth management needs and making sure that they have a plan that will keep them on track to achieve their most important goals. He particularly loves sharing his knowledge in a way that helps increase clients’ comfort with their financial situation. He relies on his extensive experience working with individuals and small businesses to provide advice on a wide range of financial, income tax and general bu