First we make sure to fully understand our client's individual financial goals. We factor in the client's current financial situation, lifestyle requirements, and attitudes toward risk, to develop a comprehensive wealth management plan tailored to their unique circumstances.
To execute the plan, we leverage our firm's wealth of investment experience, while also utilizing a variety of financial tools, to come up with an array of investment options. Through meticulous research and due diligence, our team narrows down the options to ones suited to the client's individual needs, honoring client input every step of the way.
After putting the plan into action, our team uses all available resources to not only continuously monitor each client's portfolio, but also the market as a whole. Tradewinds Wealth Management, LLC, will regularly meet with our clients to update them on their financial performance or to adjust their financial plan as the market or the client's goals change.