Services

TradeWinds is a fee-only financial planning firm that provides broad based personalized financial planning and investment advisory services. TradeWinds offers a wide range of services.

TradeWinds does not sell insurance or investment products, or accept commissions as a result of any product recommendations. Nor does TradeWinds pay referral or finder’s fees, or it accept such fees from other firms.

TradeWinds provides the following types of services:

For a more in-depth explanation of TradeWinds’ Financial Planning Services, please click on the link below to view TradeWinds’ Form ADV filed with the Commonwealth of Massachusetts and the Securities and Exchange Commission.