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Tailwind Wealth Management

Investing for your future

Most people need help investing, from the early stages and even into retirement. Tailwind is based around a long-term relationship of trust, communication, and understanding your dreams and goals.

 
Black and White Star in Circle

Douglas Beck, CFA

After 30 years with some of the world's largest financial service firms, I decided to create a uniquely client-centric wealth management boutique - Tailwind. Clients are limited to friends, family, and referals. No more than 50 households will be managed, in order to offer the personalizaion and attention I feel is necessary to fulfill your retirement dreams and anything else you dream of doing with  your long-term wealth.

 

How Tailwind's Process Helps You

The most important aspects to successfully achieving your goals are simplicity with precision. Tailwind's three-step process offers just that:

 
Preparing to Climb

Diagnosing your Risk Number

We find the industry standard of assigning individuals risk categories of Conservative, Moderate or Aggressive as lazy and ineffective.

Tailwind deploys Nobel prize-winning work around investor behavior to more precisely measure your risk tolerance, in order to help you sleep better at night, through a portfolio optimized to your unique risk tolerance.

 
 

I heard more from Doug in the first three months with Tailwind than I did with my former investment advisor in 10 years. I didn't think I was important enough for (former advisor) someone to speak with.

Tailwind client

Fee Table

 

Contact Me

4 Brewer Way

617.505.1099

City Center
 

617.505.1099

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