Windward is an LGBTQ+ inclusive business that strives to make our LGBTQ+ clients and their families feel respected and understood. Although LGBTQ+ individuals and families have more legal protections than they once did, studies have shown that they still face a steeper climb when it comes to building wealth, saving for retirement, and navigating tax laws and insurance policies. Our clients can rest assured that we’re looking out for their best interests, and staying one step ahead of any policy changes that may affect the LGBTQ+ community.
Securities and investment advisory services offered through Osaic FS, Inc., member FINRA/SIPC. Osaic FS is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FS.
Osaic FS, Inc. and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.
See Osaic FS’s Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services Osaic FS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. Osaic FS’s Forms ADV, Part 2A, which describe Osaic FS’s investment advisory services, Regulation Best Interest Disclosure Document, which describes Osaic FS’s broker-dealer services, and other client disclosure documents can be found here.
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