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:
- On-Going Financial Planning Service
- Financial Planning Project Service
- Financial Review Service
- Hourly Financial Planning Service
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.