Who we serve

Good advice depends on who is asking.

A federal employee eight months from retirement and a business owner with a concentrated stock position need almost nothing in common from us. Pick the description that fits.

Federal employeesI'm a federal employeeFERS or CSRS, a TSP balance, and a pension decision coming at you.
Minimum$250,000 in investable assets
Private wealthI have $1M+ and I'm rethinking who manages itYou've outgrown set-and-forget, or you never believed in it.
Minimum$500,000 in investable assets
GenerationsSomeone in my family is a TradeWinds clientFree estate documents, free financial guidance, no minimum.
MinimumNo minimum
401(k) and workplace plansMost of my money is in a 401(k) I can't moveWe can manage it inside the plan, using the lineup you already have.
Minimum$500,000 in workplace plan assets

Weighing a pension election as a physician? There's a page for that too. If none of these describe you, call us anyway. The minimums are guidelines, and unusual situations are usually the interesting ones.