Windward Financial Strategies is an Anchorage, Alaska-based financial advisory team serving individuals, families, business owners, retirees, and people with a range of financial goals. Founded on the belief that a rising tide lifts all boats, the firm aims to help clients pursue wealth, happiness, and long-term financial security through clear, personalized guidance. Its clientele includes lifelong Alaskans, newcomers, snowbirds, and expatriates. Windward also highlights its support for LGBTQ+ people and families, non-traditional families, and households caring for loved ones with special needs.

The team provides comprehensive financial planning and wealth management, including strategies tailored to retirement goals and long-term financial needs. Its approach begins with a complimentary, no-obligation consultation, held in person or virtually, to understand a client’s cash flow, assets, goals, debts, and tax concerns. Windward explains financial options and helps clients choose a path that reflects their priorities, which may include building wealth, planning for care, charitable giving, or socially responsible investing.