About Investment Seminar - Coffee at Tailwind (call for availability)
HOW TO POTENTIALLY SAVE THOUSANDS ON YOUR INVESTMENTS
An Investment Firm for Everyone...Tailwind was founded by Douglas Beck, with a passion to provide affordable and high quality service to individual investors. The investment process is based on the same approach Doug manages his own family wealth with -- keeping expenses low, adequate diversification, sensitivity to taxes, and customizing to attain one's own personal dreams and goals for the future.
A Key Differentiator is Tailwind's Fee Structure...
The majority of our competitors charge a % of assets, meaning that as your wealth grows, so do the fees you pay. We disagree! Tailwind's advisory fee is capped at a fixed dollar amount per year. This results in substantial savings every year, which in turn helps the investor build a larger nest egg.
Our Approach...
Tailwind's approach is based on a personal discussion with each client - critical to understanding goals as well as risk tolerance. Once the portfolio is implemented, we then evaluate the progress throughout the year and make any necessary adjustments as markets and client needs evolve.
Start Saving Now / Next Steps...
Let Tailwind show you what you are actually paying in total underlying advisory and investment expenses. If we are unable to lower these, we will not ask for your business. We're confident that in the majority of cases we can save an investor a substantial amount, and put you on a path to more effectively reach your savings goals and objectives.
Contact us at 617-505-1099 / doug@tailwind-wealth.com
Tailwind Wealth Management LLC is a registered investment advisor