A complete list of active advisors currently associated with Tailwind Wealth Management, LLC

Warmer can help you find a great advisor at Tailwind Wealth Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Tailwind Wealth Management, LLC, 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
Walter Beck	Hingham, MA	32

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