Tailwind Wealth Management provides customized wealth management and financial planning services to individuals, trusts, and estates. Operating from Hingham, Massachusetts, the firm is led by Walter Douglas Beck and focuses on building long-term, diversified investment portfolios using exchange-traded funds, mutual funds, individual stocks, and bonds. Tailwind Wealth designs each portfolio around the client's specific risk tolerance, time horizon, and financial goals. In addition to managing investments directly held at qualified custodians, the firm also assists clients in managing external accounts, such as employer-sponsored retirement plans, through a third-party platform. Tailwind Wealth integrates ongoing wealth planning into its services, meeting regularly with clients to review their financial progress. The firm does not manage wrap fee programs or charge performance-based fees, operating instead on a fee-based schedule linked to the value of the portfolio under management.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are charged up to 1.00% annually based on complexity, asset level, and overall relationship. Fees are negotiable at the firm's discretion and subject to a minimum annual fee of $2,500.