Built for Advisors. A Better Way
to Grow.
Join a firm that empowers you to focus on clients, not logistics.
Why Tradewinds
Not just another RIA, a real partner.
People-First Culture: Collaborative, transparent, genuinely fun to be around.
Freedom to Grow: Keep more of what you earn, build your brand your way.
Infrastructure & Support: Operations, compliance, marketing, and technology handled in-house.
Seamless Transition: Dedicated transition team to make moving easy and stress-free.
Competitive Payout Structure: Structured to remain competitive in the market while incentivizing long-term success.
The Tradewinds Advantage
You focus on clients, we’ll handle the rest.
Infrastructure
Our established infrastructure empowers advisors to focus on clients, not logistics.
Process
Process
We’ve built streamlined, repeatable processes so you can scale with confidence and clarity.
Data Security
Data Security
Enterprise-level data protection ensures your clients’ information stays secure and compliant.
Marketing
Marketing
Our in-house marketing team helps you grow your brand while staying true to your voice.
Technology
Technology
From planning software to performance reporting, our tech stack works as hard as you do.
Assets Under Management
Revenue Growth in 3 Years
Years of Combined Experience
CERTIFIED FINANCIAL PLANNERS
ENROLLED AGENT
Work Where You’re Most Effective — Without Sacrificing Lifestyle.
Hybrid Flexibility
Competitive Benefits Package
Purpose-Driven Impact
Meet the Advisors Who Made the Move.
Todd W. Shand, CFP®
“After 25 years in the wirehouse world, I didn’t fully realize how much time and energy I was wasting until I left. At TradeWinds, I finally have the freedom to advise my clients without unnecessary restrictions or distractions. I’m more focused, less stressed, and my business is more profitable. Looking back, I only wish I had made the move 15 years earlier. The independence and support I’ve found here have completely reenergized my career.”
Ready to Grow with TradeWinds?
Let’s start a conversation about how we can help you expand your practice and simplify your life.
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