Our Story

Tailwind Financial was created out of the existing CPA firm because our clients were consistently asking for help. They wanted to understand more about when and how they could retire, taking social security, and understanding their risk and insurance policies. Because many of our clients are business owners, this is often more complex than saving and investing a certain amount per year.

Further, our current clients who are medical professionals were receiving legal and financial advice that was not optimal for their unique financial and personal circumstances.

We realized that many financial advisors focus only on investment advice and managing assets under an AUM model, not necessarily assisting with the full financial picture and often leaving clients under-served and with sub-optimal results.

We wanted to do better, so instead of finding referral partners, we decided to start fully serving our clients ourselves.