Buttoned up without the stuffy suit

We’ve moved money management out from behind the mahogany desk and into the modern world, making it less intimidating and more accessible for everyone. We provide investment services and planning advice to individuals of every net worth, educating and guiding, so you can take control of your finances with confidence.

Born of the desire to be a force of financial good, TradeWinds is purpose focused, technology driven and people passionate, priding ourselves on inclusive collaboration.

Founder Tim Whitney brings two decades of experience in asset management and investment planning for the private sector, most notably as a Managing Director and private portfolio manager with Wells Fargo Advisors. He leads a team of agile CFP® professionals, financial advisors and operational staff who believe in challenging industry standards and staying progressive in their quest to successfully navigate the brave new world of finance.

Whether you need expertise to build a nest egg, fund a dream, plan for retirement, or capitalize on emerging opportunities that the digital age affords, TradeWinds will collaborate with you to strategize a fully immersive financial plan that works with your personal investment style while teaching core fundamentals of finance, so you can create a future full of optimism.