Tailwind personalizes each client portfolio , tailoring your investments to your own “risk appetite,” which is critical in today’s volatile markets. Tailwind cuts through the fancy lingo, explaining in plain English how your money is invested, what the results have been, and where you are relative to your long-term plan.
Client's are chosen based on the two-way "fit." Effective financial planning requires trust and communication, not a fat wallet
We offer both ongoing portfolio management of client investments, as well as comprehensive financial planning
Besides seeking to add value through our long-term investment selections, we attempt to keep investment fees low and remain sensitive to taxes