TradeWinds Wealth Management is a small, independent wealth advisory based in the Portland Metro Area, proudly serving clients both locally and across the U.S. Our clients are hardworking individuals who have spent their lives diligently saving and investing to secure their financial future. We believe that financial success isn’t just for the wealthy elite—it’s for those who’ve quietly and consistently made smart choices along the way.

We take an educational approach to wealth management. Our mission is to help you not only understand your finances, but also to understand why we make certain decisions for your portfolio or financial plan. By empowering you with knowledge, we ensure that you’re always confident and comfortable with your financial strategy.

Our goal is simple: to help you reach beyond what you thought was possible. Whether you’re planning for retirement, looking to grow your investments, or seeking peace of mind about your financial future, we’re here to guide you every step of the way. Together, we can help you realize a better retirement than you may have imagined.