Windward Advisory Group, LLC

streamlining and optimizing technology and operations for wealth management organizations and family offices. 

What We Do

We focus on bringing best practices and practical operational solutions to maximize service quality, operational efficiency and accountability.    

Our mission is to help our clients address their most critical issues and opportunities by creating the right balance and flow of technology and process. Using our proven engagement model and collaborative methodology, we guide our clients to help them make better decisions for both short term problem solving and long range, large scale transformation. We then convert those decisions into manageable actions and deliver sustainable, successful results.  

We understand the complex issues that wealth management executives face in providing the best quality service to their clients.   Our depth of financial services knowledge combined with a down-to-earth approach makes us the unique, trusted advisor in finding the path to efficient, cost effective operations and superior technology solutions.  We bring innovation and exceptional skills that allow our clients to enhance and broaden capabilities and efficiencies.