This profile has been claimed by the business owner or representative.
TradeWinds Wealth Management
- Investment Service
- Portland, OR
About this business
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.
Location details
4380 Southwest Macadam Avenue, Suite 440, Portland, OR, 97239, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Mike and I have been clients of Tradewinds for five years and are delighted with the professionalism, strategies and communications we have received in that time. This firm has an articulate, masterful leader at the helm (Christian) and a bright, energetic and responsive team around him (notably Paul). We truly feel part of a financial family and the timely, informative and personalized planning is unmatched in the industry. You need to look no further for your financial planning needs than this caring, competent and resp... read more
I'm extremely unhappy after years of using this firm's founder, Christian D’Urso, as my financial advisor. I was assured that Christian was a registered fiduciary, yet he sold me multiple, high commission, non-traded (illiquid) investments, normally only sold to high-net worth and sophisticated investors (i.e. not me at the time). These products continue to lose money today, and I'm unable to sell them. Upon opening this new firm, TradeWinds, Christian has dropped these products, and left me, and everyone else who he sold th... read more
Frequently asked questions about TradeWinds Wealth Management
How is TradeWinds Wealth Management rated?
TradeWinds Wealth Management has a 5 star rating with 1 review.
When is TradeWinds Wealth Management open?
TradeWinds Wealth Management is closed now. It will open at 8:00 a.m.