A complete list of active advisors currently associated with Eastwind Capital Wealth Management
Warmer can help you find a great advisor at Eastwind Capital Wealth Management or one who fits your needs even better.
Eastwind Capital Wealth Management provides discretionary portfolio management and limited financial consulting to individuals, banks, pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. The firm documents client objectives with investment policy statements and requires discretionary trading authority to implement its Specialized Strategic Investment Model. The Specialized Strategic Investment Model seeks income with an emphasis on capital preservation, typically holding 10 to 25 individual positions and considering factors such as dividend consistency, liquidity, technical strength, and macro conditions across stocks, ETFs, mutual funds, fixed income, closed‑end funds and options (with some options managed by sub‑advisors). Investment decisions are reviewed by an internal investment policy committee and use a combination of fundamental, technical and charting analysis; the brochure notes tax efficiency is not a primary management objective. Eastwind is affiliated with two licensed insurance agencies (P. Michael Valley Insurance Agency, Inc., d/b/a Estate Planning Professionals, and Abby Lynn Insurance Agency LLC), and associated persons acting as insurance agents may receive commissions for insurance sales, a relationship the brochure discloses as a potential conflict of interest. The firm routinely directs custody and trading to Charles Schwab, does not aggregate orders into block trades for execution, and discloses a 2018 consent order and fine related to acting as an unregistered adviser in one state.
To learn more about the advisors currently working at Eastwind Capital Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Westerville, OH
| 11
| |
Westerville, OH
| 20
| |
Bonita Springs, FL
| 29
|
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