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Vadnais Heights, MN Office

Team
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Tailwinds Wealth, LLC logo

Tailwinds Wealth, LLC

Team

Firm-wide stats for Tailwinds Wealth, LLC

Total advisors

8

Across 3 offices

Clients per advisor

34 Low

Avg AUM per client

$718,892 Low

HNW client ratio

22% Low

About

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.

Based on Tailwinds Wealth, LLC

Expertise

General retirement planning Income planning Wealth management

Based on Tailwinds Wealth, LLC

Occupation focus

Founder/Business Owner

Based on Tailwinds Wealth, LLC

Location

3640 Talmage Circle St 100

Vadnais Heights MN 55110

Advisors at this office

6

Advisors at this office

user avatar

Skip J

Series 65

Vadnais Heights, MN

Tailwinds Wealth, LLC

Skip Johnson is a financial advisor at Tailwinds Wealth, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at firms including Gratus Funds and Advisornet Wealth Management. Outside of advising, he serves as a director of the nonprofit Riverbend Refuge and manages short-term rentals at Historic Riverbend Farm. Tailwinds Wealth serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and customized Investment Policy Statements. The firm employs a diversified investment approach using multiple analysis techniques and often utilizes third-party managers and model portfolios.

General retirement planning Income planning Wealth management Founder/Business Owner
user avatar

Maxwell N

Series 65

Vadnais Heights, MN

Tailwinds Wealth, LLC

Maxwell Nygren is a Series 65-licensed advisor with Tailwinds Wealth, LLC, based in Vadnais Heights, MN. He has been with Tailwinds Wealth since 2026 and spent ten years at Substance Church prior to joining the firm. Tailwinds Wealth serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management, individualized Investment Policy Statements, and stand-alone financial planning and consulting services. The firm uses a combination of analysis techniques and implements strategies across various asset classes, often employing third-party managers and model portfolios.

General retirement planning Income planning Wealth management Founder/Business Owner
user avatar

Megan N

Series 65

Vadnais Heights, MN

Tailwinds Wealth, LLC

Megan Nadeau is a financial advisor at Tailwinds Wealth, LLC with nine years of industry experience. She holds a Series 65 designation and has previously worked at Great Waters Wealth Management and AdvisorNet Wealth Management. In addition to her advisory role, she is also engaged in insurance sales in New Hope, Minnesota. Tailwinds Wealth serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and customized Investment Policy Statements. The firm employs a range of analytical techniques and investment strategies across various asset classes while offering standalone financial planning and consulting services.

General retirement planning Income planning Wealth management Founder/Business Owner
user avatar

Cody N

Series 65

Vadnais Heights, MN

Tailwinds Wealth, LLC

Cody Nadeau is a financial advisor with Tailwinds Wealth, LLC, holding a Series 65 credential and eight years of industry experience. Prior to joining Tailwinds Wealth in 2022, he worked at Great Water Wealth Management and AdvisorNet Financial. Outside of advisory roles, he is also involved in insurance sales. Tailwinds Wealth serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and tailored investment policy statements. The firm employs a range of analytical techniques and may utilize third-party managers and model portfolios while maintaining a predominantly agnostic stance on ESG factors.

General retirement planning Income planning Wealth management Founder/Business Owner
user avatar

Will J

Series 65

Vadnais Heights, MN

Tailwinds Wealth, LLC

Will Johnson is a financial advisor with Tailwinds Wealth, LLC, holding a Series 65 designation and 11 years of industry experience. He previously worked at Great Waters Wealth Management and Advisornet Wealth Management. Johnson is also an owner and licensed insurance agent with Wilian Insurance, LLC. Tailwinds Wealth serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and personalized investment policy statements. The firm uses a variety of analysis techniques and investment strategies, often employing third-party managers and model portfolios, and offers both stand-alone financial planning and consulting services.

General retirement planning Income planning Wealth management Founder/Business Owner
user avatar

Patrick M

Series 65

Vadnais Heights, MN

Tailwinds Wealth, LLC

Patrick Manning is a Series 65-registered financial advisor with seven years of industry experience. He currently works at Tailwinds Wealth, LLC and has held previous roles at Great Waters Financial, Great Waters Wealth Management, Advisornet Financial, and Bridge Church. In addition to his advisory work, he is an Investment Adviser Representative for Wilian Insurance, LLC. Tailwinds Wealth serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and customized Investment Policy Statements. The firm employs a range of investment strategies across multiple asset classes and offers stand-alone financial planning and consulting services.

General retirement planning Income planning Wealth management Founder/Business Owner
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