Buttoned up
without the
stuffy suit.

TradeWinds is a team of forward thinkers and planners with a down-to-earth approach to financial management.

Kids at Heart

Supporting kid-centric charities like Marbles and First Tee of the Triangle to inspire creativity and play in children, embracing a playful spirit within the team.

Martin Boney kissing his dog outside in front of flowers.

Pet Lovers

A team full of animal lovers, we know that life (and work) is better with a furry friend by
your side.

Linh T. Nguyen cooking in colorful setting

Foodies

From cooking to growing vegetables, a shared passion for cooking, good food, and
sustainability.

Sports Fanatics

Proud Hurricanes (Caniacs) supporters and a team full of active runners, basketball, golf, and pickleball/tennis players.

Outdoor Enthusiasts

Embracing the love of nature through outdoor adventures; camping, hiking, and fishing.

At TradeWinds, we believe money management should be accessible to everyone—not just the ultra-wealthy. We provide personalized investment services and financial planning for individuals at every net worth level, empowering you with the knowledge and tools to gain confidence in managing your finances.

Our approach combines cutting-edge technology with a client-first philosophy, fostering an inclusive, collaborative experience tailored to your unique needs. From building wealth to navigating life’s transitions, we’re here to support you at every step.