Navigating Financial Planning

TradeWinds Wealth Management was specifically designed to assist families in taking charge of their finances and pursuing a work-optional lifestyle.

As a leading financial services firm in the Portland/Vancouver Metro area, we are proud to have partnered with the industry’s leading companies to provide customized solutions and top-notch service for our clients.

Our goal is simple - helping our clients to make smart choices about their money and feel confident about their decisions.

Our Process

The process is made up of three parts: an assessment of your tolerance for and attitudes toward risk, construction of a portfolio tailored to your needs and risk comfort level, and a financial plan that considers your long-term goals, risk sensitivity, and portfolio selections.

Financial education for our clients and others is one of our top priorities. You’ll find that our explanations of complex topics are refreshingly clear and easy to understand.

This provides a framework for evaluating and testing decisions that impact your goals, allowing us to design a plan precisely tuned to your needs. With unconstrained access to a full suite of services and investment products, as well as insurance and long-term care, we have ultimate flexibility in the plans we create.