In today’s complex financial landscape, the winds are always blowing somewhere. Whether you’re facing a strong headwind or feeling the breeze at your back, Windward Financial Strategies is here to help you adjust your sails.
Windward is financial advising for everyone. It was founded on a simple principle: A rising tide lifts all boats. We’re committed to helping our clients steer their ships in pursuit of wealth, happiness and long-term financial security.
Meeting the Needs of Diverse Clientele:
As a financial services team based out of Anchorage, we understand the truly one-of-a-kind diversity of the Alaskan community. We bring a foundation of wisdom, transparency and broad-mindedness to our dealings with a wide variety of clientele: from lifelong locals to recent transplants, snowbirds and expats; business owners and entrepreneurs to retired people. We’re an LGBTQ+ and family-affirming company with expertise in the unique needs of non-traditional families. We’re also dedicated to strategizing with -- and advocating for -- families who have loved ones with special needs.
We believe that it’s possible to develop wealth-building strategies that align with your values and help build the future you want to see. We get to know our clients as individuals to understand the passions that drive them and are proud to have specialized knowledge of socially conscious (SRI) and environmentally responsible (ESG) investment strategies.
Trust and Transparency Always!
As financial advisors, our job is not to offer prescriptive, one-size-fits-all solutions or choose our client’s path for them. We’ll give you straightforward, easy-to-understand financial advice to empower you to choose your own path. When you have questions, we’ll be there with you every step of the way. We’re committed to offering objective analysis of the risks and rewards of any investment strategy.
If you’re just starting on the path of financial planning, you may be experiencing some of these common doubts about using a financial advisor:
Too many people allow these doubts to get in the way of their journey toward building more wealth and greater financial security. The reality is, it’s never too early to start planning for your retirement, and there’s no amount of wealth too modest to benefit from the experienced guidance of a financial advisor.
J Chris Andrews is a Registered Representative offering securities and advisory services through Lincoln Financial Securities Corp., Member SIPC. Securities offered to residents of AK, AR, CA, NV, OR, RI, WA & WI. Advisory services offered to residents of AK. Lincoln Financial Securities and Windward Financial Strategies are not affiliated. Lincoln Financial Securities and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professional regarding their specific circumstances. LFS-4233419-012622.
See Lincoln Financial Securities (LFS’) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFS’ Forms ADV, Part 2A, which describe LFS’ investment advisory services, Regulation Best Interest Disclosure Document, which describes LFS’ broker-dealer services, and other client disclosure documents can be found here.
