Located in Bellingham, Washington, Tradewinds Capital Management is an SEC registered investment advisory firm that prides itself on offering unbiased, fiduciary financial advice to its clients. The firm's team of experienced financial advisors is dedicated to providing tailored financial planning services, including retirement planning, employee benefits, education funding, and investment management.
Tradewinds Capital Management sets itself apart by utilizing the technology and expertise of Schwab Institutional, ensuring that clients' assets are held securely by a financially strong company. The firm does not receive commission revenue from any investment products recommended to clients, emphasizing a commitment to transparency and placing clients' interests first.
With a focus on professional and tailored advice, the team at Tradewinds Capital Management, including Principal Bryant J. Engebretson and Fiduciary Investment Advisor Kyle B. Jackson, offers personalized financial planning services to meet each client's unique needs and goals. Moreover, the firm's commitment to client success is evident in its level fee structure and dedication to building trusted relationships based on integrity and mutual prosperity.
Generated from the website content