TradeWinds Wealth Management

(on southwest macadam avenue)
Financial and Investment Services in Portland, OR
Financial and Investment Services

Hours

Monday
8:00AM - 5:00PM
Tuesday
8:00AM - 5:00PM
Wednesday
8:00AM - 5:00PM
Thursday
8:00AM - 5:00PM
Friday
8:00AM - 5:00PM
Saturday
Closed
Sunday
Closed

Location

4380 Southwest Macadam Avenue
Portland, OR
97239

About

TradeWinds Wealth Management was specifically designed to assist families in taking charge of their finances and creating a work-optional lifestyle.

As a leading financial services firm in the Portland/Vancouver Metro area, we are proud to have partnered with the industry’s leading companies to provide customized solutions and top-notch service for our clients.

Our goal is simple - helping our clients to make smart choices about their money and feel confident about their decisions.

Photos

TradeWinds Wealth Management Photo TradeWinds Wealth Management Photo TradeWinds Wealth Management Photo TradeWinds Wealth Management Photo TradeWinds Wealth Management Photo TradeWinds Wealth Management Photo

Services

  • Benefits for Federal Employees
  • Socially Responsible Investing
  • Investment Management

Latest

Ask us how you can participate in this important trend. https://www.tradewindswm.com/sustainable-investing TRADEWINDSWM.COM Sustainable Investing | Tradewinds Wealth Management
September Economic Update is here! Click the link below to watch. https://youtu.be/IZEklEUMpQY YOUTUBE.COM September Economic Update
Insure what matters most- with life insurance.
https://www.tradewindswm.com/resource-center/retirement/understanding-the-secure-act TRADEWINDSWM.COM Understanding the SECURE Act
https://www.hartfordfunds.com/practice-management/client-conversations/there-are-always-reasons-not-to-invest.html HARTFORDFUNDS.COM There Are Always Reasons Not to Invest
https://www.cnbc.com/2020/09/24/plastic-pollution-body-shop-will-buy-600-tons-of-waste-plastic.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail CNBC.COM The Body Shop will buy 600 tons of waste plastic next year, and wants competitors to follow
https://www.tradewindswm.com/resource-center/estate/exit-strategies-of-the-rich-and-famous TRADEWINDSWM.COM Exit Strategies of the Rich and Famous
https://www.alliancebernstein.com/library/Debunking-the-Myths-of-High-Priced-Tech-Stocks.htm ALLIANCEBERNSTEIN.COM Debunking the Myths of “High-Priced” Tech Stocks
https://www.hartfordfunds.com/practice-management/client-conversations/10-things-you-should-know-about-politics-and-investing.html HARTFORDFUNDS.COM 10 Things You Should Know About Politics and Investing
https://www.cnn.com/2020/09/22/health/fall-fun-things-to-do-wellness/index.html CNN.COM 50 fun things to do this fall (take your pick)
https://www.moneycrashers.com/psychology-of-money-saving-spending-habits/ MONEYCRASHERS.COM The Psychology of Money - Saving and Spending Habits
October Economic Update https://youtu.be/dPdrLVR7v8Y YOUTUBE.COM October Economic Update
https://www.euronews.com/living/2019/04/20/take-a-look-at-the-plastics-of-the-future EURONEWS.COM Take a look at the plastics of the future | Living
https://www.kiplinger.com/retirement/retirement-planning/601470/should-you-retire-during-a-pandemic-3-things-you-should-know KIPLINGER.COM Should You Retire During a Pandemic? 3 Things You Should Know | Kiplinger
The key to #healthcare in retirement might be a patchwork of different choices. TRADEWINDSWM.COM Extended Care: A Patchwork of Possibilities
Could you find acres of diamonds in your own backyard? Watch this video. TRADEWINDSWM.COM Acres of Diamonds
https://www.tradewindswm.com/resource-center/investment/5-smart-investing-strategies TRADEWINDSWM.COM 5 Smart Investing Strategies
Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now. TRADEWINDSWM.COM The Cost of Medical Care
You may not be able to stop #floods from wreaking havoc, but #insurance can manage some of the financial loss. TRADEWINDSWM.COM Protecting Your Home Against Flood Loss
https://www.tradewindswm.com/resource-center/insurance/how-does-whole-life-insurance-work TRADEWINDSWM.COM A Look at Whole Life Insurance
There’s no shortage of investment analysis for anyone interested. What’s important to understand? TRADEWINDSWM.COM Types of Stock Market Analysis
The question everyone has: Will Social Security be around for you? Read this. #socialsecurity #retirement TRADEWINDSWM.COM Social Security: The Elephant in the Room
Who will win?
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions. TRADEWINDSWM.COM Monthly Market Insights | February 2021
https://www.tradewindswm.com/resource-center/tax/dirty-dozen-tax-scams-to-watch-for TRADEWINDSWM.COM “Dirty Dozen” Tax Scams to Watch For

Information

Company name
TradeWinds Wealth Management
Category
Financial and Investment Services

FAQs

  • What is the phone number for TradeWinds Wealth Management in Portland OR?
    You can reach them at: 503-673-2828. It’s best to call TradeWinds Wealth Management during business hours.
  • What is the address for TradeWinds Wealth Management on southwest macadam avenue in Portland?
    TradeWinds Wealth Management is located at this address: 4380 Southwest Macadam Avenue Portland, OR 97239.
  • What are TradeWinds Wealth Management(Portland, OR) store hours?
    TradeWinds Wealth Management store hours are as follows: Mon-Fri: 8:00AM - 5:00PM, Sat-Sun: Closed.