We don't begin with products. We begin with understanding — and we stay with you over time.
We integrate income planning, investments, taxes, estate structure, business decisions, liquidity, and generosity — because none of them operate independently.
We view wealth as something to steward — not simply accumulate. That shapes how we approach risk, transition, and long-term planning.
We serve as long-term advisors — not transaction-based managers. The relationship is built for decades, not quarters.
We’re not trying to manage a portfolio. We’re helping you make better decisions over time.
It means decisions are made in context — not in silos.
Investments affect taxes.
Business decisions affect estate structures.
Liquidity affects opportunity.
Generosity requires structure.
As complexity increases, isolated advice creates friction. Our role is to ensure strategy, income planning, structure, and execution move in the same direction.
A Clarity Visit is a focused, no-obligation conversation. We work to understand:
It’s not a presentation. There’s no pitch.
You’ll leave seeing your situation more clearly — whether we move forward or not.
If there’s alignment, the next step is Pre-Flight. If not, we’ll say so directly.
From initial conversation to establishing a relationship typically takes four to eight weeks, depending on complexity.
The process follows the Tailwinds Flight Plan™:
Clarity Visit and Pre-Flight are designed to determine alignment and ensure you understand exactly where you stand before any long-term commitment.
We don’t rush decisions. Clarity comes before commitment.
We’ll tell you.
Not every relationship makes sense. The Clarity Visit exists to determine alignment. If we’re not the right match, we’ll point you in a helpful direction.
Most of the families we serve have built between $1–$10 million in investable assets.
We don’t operate off hard minimums. Complexity and alignment matter more than a specific number.
If you’re navigating business ownership, concentrated equity, liquidity events, or multi-generational planning, we’re likely a strong fit.
An ongoing relationship typically includes:
Investment management is part of the relationship. It is not the relationship.
We do not provide investment management without comprehensive planning.
Yes.
We build and manage portfolios as part of an integrated advisory relationship. Through our platform and affiliations, we may collaborate with specialized sub-advisors when appropriate.
We bring conviction to the portfolios we build — while ensuring they align with the broader plan.
Yes — when appropriate.
We’re comfortable evaluating private equity, real estate, private credit, and other illiquid strategies. Members of our team have built and worked within private investment platforms and understand how these structures operate.
But they have to earn their place.
We evaluate tax impact, liquidity, income needs, and long-term flexibility before integrating any private strategy. If it adds complexity without strengthening the overall plan, we’ll say so.
We don’t draft documents — that’s your attorney’s role.
But we ensure your financial life supports your estate structure. We help:
Estate planning isn’t just about documents. It’s about making sure everything actually works together.
Yes. Many of our clients are entrepreneurs. We help navigate:
Members of our team have built and led businesses ourselves. We understand these decisions from both sides of the table.
Yes. We regularly work with executives managing:
These strategies require careful tax modeling and coordination with your CPA.
That’s fine.
Many of our clients are still building — sometimes ten to twenty years from transition — but want their financial decisions integrated early so future options remain open.
Tailwinds Wealth relationships are built around ongoing advisory and investment management, coordinated across the full financial picture.
For most ongoing advisory relationships, fees begin at 1% annually and follow a tiered structure as assets increase.
Private Client relationships may include:
Fees are discussed transparently once we understand your situation.
We are compensated through:
We do not use proprietary investment products. Our recommendations are not tied to third-party incentives.
Before any engagement begins, you’ll understand exactly how compensation works.
A fair question. Here’s how to think about it:
Compare total cost — not just the advisory fee. Some advisors charge lower headline fees but use higher-cost investment products.
Understand what’s included. Are you paying for investment management only? Or comprehensive planning, income coordination, tax strategy, estate alignment, and ongoing counsel?
The real measure isn’t year-one cost — it’s value created over ten years through better tax decisions, fewer mistakes, and more confident planning during transitions.
We’re transparent about costs upfront. If our structure doesn’t make sense for your situation, we’ll say so.
Occasionally — but it’s not our primary focus.
We’re built for long-term advisory relationships. In select situations, standalone planning may be appropriate, but continuity is where the greatest value is created.
Not technically — because we offer insurance solutions and may receive commissions when appropriate.
Our primary compensation, however, comes from advisory fees. We do not earn commissions on securities transactions, and we do not use proprietary investment products.
The better question isn’t “fee-only or commission.” It’s: Does this recommendation serve the plan — and am I clear about how my advisor is compensated?
We don’t make performance projections. Markets don’t cooperate with guarantees.
What we do:
The greatest value we provide isn’t chasing performance. It’s helping you avoid costly mistakes, optimize taxes over time, and make sound decisions during major transitions.
If someone promises specific returns — run away.
Maybe you should — if your situation is simple.
We tend to serve people whose situations are more layered — where decisions intersect and coordination matters:
The question isn’t “Can I do this cheaper?” It’s “What’s the cost of getting it wrong?”
No. We take a team approach — but not a revolving-door approach.
You’ll have a dedicated relationship lead who understands your situation, your goals, and your history. That person remains accountable for your strategy and coordination.
You don’t get bounced between departments. You get a relationship — supported by a team.
You’re not locked in. If the relationship no longer makes sense, you can end the engagement at any time.
We typically ask for 30 days’ notice so accounts can be transitioned properly and nothing falls through the cracks.
There are no termination penalties. A long-term relationship only works if it’s chosen — not assumed.
Start with a no-cost, no-obligation Clarity Visit. We’ll listen, learn what matters to you, and see if Tailwinds is a good fit.
Begin with a Clarity Visit ⟶