Tailwind Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Tailwind Wealth Management is a registered independent investment adviser that provides customized wealth management, portfolio management, and financial planning to individuals, trusts, and estates. The firm charges percentage‑of‑AUM advisory fees and manages approximately $38.2 million on a discretionary basis for 32 clients.
The firm constructs diversified portfolios using ETFs, mutual funds, individual stocks and bonds with a generally long‑term orientation, periodic rebalancing, and the option to hold legacy positions for portfolio fit or tax reasons. Investment decisions are informed by a formal risk‑profiling tool (Riskalyze), consultations with external subject‑matter experts, and regular monitoring with quarterly client reviews.
Distinctive features include a single‑advisor structure with no additional staff and a relatively small client base, which corresponds to a higher average account size, and the use of a third‑party platform to manage held‑away defined‑contribution participant accounts with discretion while avoiding custody. The firm disclosed a Consent Order with the State of Michigan addressing a registration lapse for an advisory representative (January 2023–May 6, 2025) and notifies clients of potential rights under Michigan law related to fees charged during that period.
Client services
Expertise
Fee options
Up to 1.00% annually; fees may be negotiable and based on factors such as services complexity, asset level, and overall relationship
Minimum fee: Minimum annual fee of $2,500, which can be waived or adjusted at the sole discretion of the Advisor Fee-only: Tailwind Wealth is a fee-based advisory firm compensated solely by its clients; no commissions or other product-based compensation received
Main office
Hingham MA
Advisors at this office
1
Most active in
Massachusetts · Michigan · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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