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.
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:
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.
4 Brewer Way