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 serves individuals, high-net-worth clients, charitable organizations and business entities, offering ongoing discretionary portfolio management and the preparation of individualized Investment Policy Statements. The firm also provides stand‑alone financial planning and consulting services and may refer clients to or recommend third‑party advisers and insurance products through its representatives. Investment decisions are made under written investment policy guidelines and, where authorized, on a discretionary basis; the firm uses a blend of analysis techniques (including fundamental, technical, quantitative and modern portfolio theory) and implements strategies across mutual funds, ETFs, equities, fixed income and selected alternative or insurance products. Tailwinds frequently employs third‑party managers and model portfolios, generally describes itself as agnostic to ESG when constructing portfolios, and discloses fiduciary responsibilities when advising on retirement plan rollovers. Compared with many peers, the firm documents several operational distinctions: it offers upfront, stand‑alone planning engagements with a potential credit toward management fees if investment management follows shortly thereafter, accepts limited custody/third‑party transfer authority (including check‑writing authorization), and requires use of a single institutional custodian through which it receives platform services and reporting. Tailwinds is structured as a subsidiary with multiple LLC owners and has moved between state and SEC registration in recent years; it also discloses fee‑sharing arrangements when directing clients to certain third‑party advisers.
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.
You can also browse Tailwinds Wealth, LLC's office locations.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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