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TradeWinds Wealth Management

TradeWinds Wealth Management Email Formats

Financial ServicesFlag of USPortland, Oregon, United States1-10 Employees

TradeWinds Wealth Management Email Formats

TradeWinds Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@tradewindswm.com), used 100% of the time.

FormatExamplePercentage
{first initial}
j@tradewindswm.com
100%

Key Contact at TradeWinds Wealth Management

Flag of US

Paul Spangler

Operations Director & Wealth Advisor

Company overview

Headquarters5550 SW Macadam Ave, Suite 110, Portland, Oregon 97239, US
Phone number+15036732828
Website
NAICS52
Employees1-10

About TradeWinds Wealth Management

TradeWinds Wealth Management is the premier resource for financial advice and retirement planning in the Portland area. TradeWinds helps employees with federal benefits understand the financial and non-financial factors that should be considered for retirement planning and investing. The firm has been successfully helping employees receiving federal benefits make the most of their retirement for over 15 years. TradeWinds Wealth Management takes its name from the steady winds that carried mariners around the world with regularity and confidence. The firm understands that while the path of investments is uncertain, there are persistent trends that can be the basis for successful financial advice. With built-in flexibility and adaptation, investment plans can mirror the TradeWinds and provide confidence in achieving the retirement outcome you’ve dreamt about and planned for. There are big questions, some financial and some related to lifestyle, that every pre-retiree should ask themselves: ► Do you want to fully stop working or perhaps stay busy with a new career, business, or volunteer work? ► Can you afford to retire now and if not now, when? ► What will your retirement days look like? Literally, what will you do? ► How will you pay for health and medical care? TradeWinds Wealth Management will help you answer all these retirement-related questions and more. Perhaps the biggest benefit offered by the firm is they know all the questions that need to be answered. TradeWinds believes strongly that understanding the ‘why’ behind any financial decision is the key to successful retirement planning and everyone sleeping better at night. Steadfast, prudent, creative, and compassionate, TradeWinds makes it easy for you to plan and successfully navigate the retirement process. Contact TradeWinds Wealth Management today with your questions and to find out when the next workshop is scheduled. 503-673-2828.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

TradeWinds Wealth Management has never raised funding before.

TradeWinds Wealth Management Tech Stack

Discover the technologies and tools that power TradeWinds Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

Cloudflare

CDN

Modernizr

Modernizr

JavaScript libraries

Awesomplete

Awesomplete

Search engines

Cloudflare Bot Management

Cloudflare Bot Management

Security

jQuery

jQuery

JavaScript libraries

Google Tag Manager

Google Tag Manager

Tag managers

GoDaddy

GoDaddy

Hosting

FMG Suite

FMG Suite

Marketing automation

HSTS

HSTS

Security

FancyBox

FancyBox

JavaScript libraries

Open Graph

Open Graph

Miscellaneous

Datadog

Datadog

Analytics

Frequently asked questions

TradeWinds Wealth Management is located in Portland, Oregon, US.
You can reach TradeWinds Wealth Management at +15036732828.
TradeWinds Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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