Objective Advice must be tailored to the investment and wealth management needs of each individual client. Quality, professional, non-biased, fiduciary advice that meets the unique needs of our clients is the highest purpose of Tradewinds Capital Management.
At Tradewinds Capital Management we seek to meet our clients face-to-face whenever possible. We strive to better understand their unique family situations, personal needs and future plans. Good advice is built from a position of trust and mutual respect that looks beyond age, ethnicity, wealth or social position.
At Tradewinds Capital Management we have not set any minimum account size restrictions for our investment and wealth management services. We believe that if our services can be of value to an individual client we do not want to restrict their access to that value.
We strive to remain accessible to our clients so that as questions, needs or emergencies arise we are able to respond quickly and accurately. We remain in service to our clients and this duty to serve will always remain our highest purpose.