Invest
in yourself
every step of the way.
Investment strategies, advice, and tools to help support the life you want to live.
We’re a force
for financial good.
At TradeWinds, we offer no-minimum investment management solutions, designed just for you.
We help you navigate life’s financial complexities and achieve your long-term goals with confidence.
Our doors
are open to all.
We believe financial planning comes in many forms, which is why we have and partner with clients at every stage of their financial journey.
No matter if it’s buying your first car, growing your family, or retiring, we will support, educate, and empower you at every milestone.
We’re here for
one reason: you.
Personalized financial education
Support through every life stage
Customized financial support team
What’s New?
Money Courage – September 2026
September is Life Insurance Awareness Month, a good a nudge as any to revisit the paperwork nobody loves thinking about. The kids are back in a routine, summer travel is behind you, and the “I’ll get to it” list from earlier this year is still sitting there. This...
Welcome Austin Moore
Hello Everyone, We're excited to share some good news: Austin Moore has joined TradeWinds as a Financial Advisor, and we wanted you to be among the first to know.Austin is a Raleigh native. He was born and raised here and still calls it home today. He graduated from...
When the Ball Stops Bouncing: Josh Haymond on Life After the Game, Leadership & Boundaries
This month, we're talking to a Raleigh native who turned a basketball career cut short into a 13-year run leading one of the area's top consulting and staffing offices. Josh Haymond is a CPA, a former Millbrook High School and Elon basketball player, the leader of...
Let’s get started
together.
