Financial optimism for all

Investment strategies, advising and tools to help take control of your money and create your future.

Why TradeWinds

We’re a force for financial good.

Education & Collaboration

We don’t just tell you what to do. We guide and teach. So you can make educated decisions.

Human Touch

People are our greatest asset. We value everyone on our team and each of our clients.

Digital Age Investing

We’re experts in the tried and true, but tuned in to new opportunities. We’ll help you embrace the future with minimized risk.

Asset Diversity

Conquer the brave new world of finance.

We’ve partnered with Eaglebrook Advisors to offer clients a safe, secure way to invest in digital assets. As blockchain and digital currencies become mainstream, we’re providing new opportunities to diversify your portfolio all in one place. 

A Wealth of Knowledge

Less stress. More success.

TradeWinds has over 100 years of combined asset management and financial planning experience.

Comprehensive planning

Custom portfolio management

Lifetime plans

Everyone Has Worth

We work with clients of every income level, at any stage of their financial journey.

Whether you’re an individual or family, business or group, new to investing or financially savvy, it is our goal to show you the true meaning of worth and to enrich your life.

Make It Happen

Let’s conquer the brave new world of finance together.