| Company: | TradeWinds Wealth Management |
| Contact: | Brandon Trank |
| Address: | 5550 S Macadam Ave, STE 110 |
| City: | Portland |
| State: | OR |
| Zip: | 97239 |
| Phone: | 503-673-2828 |
| Fax: | -- |
| Email: | brandon@tradewindswm.com |
| Website: | https://www.tradewindswm.com/ |
About My Practice
The team at TradeWinds Wealth Management has extensive experience and specializes in serving the specific needs of federal employees as they work their way to and through retirement. We've developed a personalized, systematic, multi-step process for helping federal employees improve their retirement readiness and support the work-optional lifestyle they have been working diligently to pursue.
Contact our specialists today. We look forward to serving you and your family!
For federal retirement workshop locations and dates, visit: https://fedimpact.com/twwm/
Offering Advice Since
2016
Areas of Specialty
Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Long-term and elder care
Budgeting and cash management
Licenses, Certifications, Education, and Affiliations
Insurance Licenses: Life & Health
Security Licenses: Series 7 & 66
Education: Bachelor of Science - Finance
Charges to Clients for Services
Fee based on percentage of assets managed
Trail fees on mutual funds or insurance policies
My Association with the Office or Firm
Employee
My Broker / Dealer Affiliation
Charles Schwab
