TradeWinds Wealth Management is a financial services firm located in Portland, Oregon, dedicated to assisting families in taking control of their finances and achieving a work-optional lifestyle. They offer a comprehensive range of services, including retirement planning, investment management, estate planning, insurance, and long-term care. Their approach emphasizes financial education, providing clients with clear and understandable explanations to facilitate informed decision-making. The firm’s process involves assessing clients’ risk tolerance, constructing tailored portfolios, and developing financial plans aligned with long-term goals. The team is led by Founder and Chief Investment Officer Christian D’Urso, with key members such as Operations Director & Wealth Advisor Paul Spangler, Associate Wealth Advisor DeLynn Shogren, Associate Wealth Advisor Brandon Trank, and Strategic Adviser & Bookkeeper Bridge D’Urso. TradeWinds Wealth Management is committed to helping clients navigate the complexities of financial planning to build and preserve generational wealth.