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

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

Tailwinds Wealth provides discretionary and non‑discretionary portfolio management and related advisory services to individuals, high‑net‑worth individuals, charitable organizations, and business entities. The firm prepares an Investment Policy Statement for each client, may direct clients to third‑party money managers, and does not impose an account minimum for its services. The firm’s investment process draws on a broad set of analytical methods — including charting, fundamental, technical, cyclical, quantitative analysis and modern portfolio theory — and uses both long‑term and short‑term trading strategies while documenting client risk tolerance and time horizon in each IPS. Tailwinds typically seeks discretionary trading authority, offers model allocations and solicitor/selection services for outside managers, and states it is generally agnostic toward ESG factors unless incorporated by third‑party managers. Several operational and governance features differentiate Tailwinds from many peers: it recently changed its name and lists multiple LLCs as principal owners, a number of its supervised persons are licensed insurance agents (and the firm may recommend insurance products), and it may receive fee‑sharing from third‑party advisers. The firm requires use of a specific institutional custodian, maintains limited custody/standing authorization for transfers or check‑writing, and discloses these arrangements and related conflict‑of‑interest considerations in its brochure.

To learn more about the advisors currently working at Tailwinds Wealth, 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.