Tailwind Wealth Management, LLC
Tailwind Wealth Management, LLC (CRD# 289874) is a financial advisory firm headquartered in , . They manage $29,000,000 in 90 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Tailwind Wealth Management, LLC
By the Numbers
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Total Assets Under Management29MILLION
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Total Number of Accounts90ACCOUNTS
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Average Account Value$322,222
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, MI, TX
Financial Advisors at Tailwind Wealth Management, LLC
1
Walter Beck (CRD# 1984380) is an Investment Advisor Representative working at Tailwind Wealth Management, LLC in Hingham, MA and has over 32 years of experience in the finance industry.
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