Windward Wealth Strategies, Inc.

Windward Wealth Strategies, Inc. is a registered investment adviser founded in February 2015, specializing in professional investment management for a diverse range of investors. The firm offers discretionary investment management services covering various investment types, including domestic and foreign equity securities, alternative investments, and fixed income securities. Clients granting full discretionary authority allow the firm to make buy and sell decisions based on established guidelines and client preferences. Additionally, the firm provides financial planning services, with fees ranging from $500 to $2,500 for fixed fee services and $100 to $500 per hour for hourly services. Windward Wealth Strategies, Inc. also offers pension consulting services, including identifying investment objectives, recommending money managers, and creating pension consulting plans. The firm's total assets under management were approximately $202,174,551.00 as of December 2024. The minimum account size is $250,000, with exceptions considered based on various factors. Fees for discretionary investment management are tiered based on asset value, starting at 1.00% for $2 million or less. The firm acts as a fiduciary and does not engage in performance-based fees or side-by-side management. Clients receive periodic portfolio reviews and reports, and the firm exercises investment discretion over client accounts, with oversight by the Chief Compliance Officer. Windward Wealth Strategies, Inc. does not participate in referral fee arrangements and maintains custody of client assets through unaffiliated custodians. The firm's principals, Gregory B. Pierce and Kim Molitor, have clean disciplinary records and are actively involved in the firm's operations.