the tailwind wealth management difference

Experience

Customization

Independence

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Successful navigation to one's retirement dreams requires an expert partner. Tailwind partners have more than a quarter century of industry experience, and also hold the respected Chartered Financial Analyst designation.

Independence

Customization

Independence

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Tailwind is an independent Registered Investment Advisor (RIA). This means we have no sales goals, no product pushes, and no commissions. We are aligned with you, the client -- our top priority.

Customization

Customization

Customization

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Most industry "experts" are more concerned about maximizing the number of clients they can acquire, leading to a "few sizes fit all" approach to solutions. At Tailwind, we believe each client has unique goals, and their portfolio should be structured accordingly.