TradeWinds Wealth Management

At TradeWinds Wealth Management, our mission is to empower individuals and families to take control of their financial futures. We believe that everyone deserves the freedom to pursue their passions and live life to the fullest. Our team of experienced professionals has a deep understanding of the financial services industry and a passion for helping our clients achieve their goals.

Our Story

We are proud to have been serving the Portland/Vancouver Metro area for years, providing customized financial solutions and exceptional service to our clients. Our team is comprised of experts who genuinely care about your financial well-being and are dedicated to providing you with unbiased advice.

Our Services

At TradeWinds Wealth Management, we offer a wide range of services designed to help you achieve your financial goals. Our services are tailored to meet the unique needs of federal employees, families, and individuals seeking financial guidance. Whether you're looking to navigate the complexities of federal benefits or simply seeking a comprehensive financial plan, we've got you covered.

Federal Benefits Workshop

Our Federal Benefits Workshop is a free, no-nonsense introduction to understanding the impact of federal benefit elections throughout your career. During this workshop, our experienced professionals will break down each individual benefit, providing case studies to help you understand the intricacies of your benefit decisions.

Personalized Benefits Report

Take a step into your financial future with our personalized benefits report. This two-meeting approach creates a free report that thoroughly covers every benefit topic in the workshop and illustrates how your election options play out over the next 20 to 30 years.

Retirement Planning Consultation

Get ready to retire with confidence! Our systematic retirement planning process uses a three-pronged approach to identify weak points in your current plan and provide you with a preview of your whole retirement picture.

Retirement Application Review

As you approach the end of your federal service, it's essential to ensure your application is error-free. Our complimentary review will identify common errors and omissions that may delay OPM finalizing your benefits.

Meet Our Team

Our team of experts is dedicated to helping you achieve your financial goals. Meet Christian D'Urso, our founder and chief investment officer, along with our operations director, Paul Spangler, and other members of our team.

Get Started

If you're ready to take control of your finances and achieve your goals, we're here to help. Contact us today to schedule a consultation and take the first step towards a brighter financial future.