Eastwind Capital Wealth Management

Eastwind Capital Wealth Management is a registered investment advisor based in Westerville, Ohio, offering personalized portfolio management and financial consulting services. Eastwind Capital Wealth Management primarily uses a proprietary strategy called the Specialized Strategic Investment Model to manage client portfolios, focusing on income generation and capital preservation through exchange-traded funds, mutual funds, stocks, and other securities. The firm has the authority to make trades in client accounts without prior approval, tailoring investments to individual goals, risk tolerances, and written restrictions. In addition to investment management, Eastwind Capital Wealth Management offers limited financial consulting on an hourly basis. Affiliated entities also provide insurance products, presenting a potential conflict of interest regarding commission-based recommendations. Charles Schwab & Co., Inc. is utilized for trade execution and custody services. The firm emphasizes long-term investment strategies while acknowledging standard market risks such as interest rate fluctuations and general market volatility.