Tailwind Wealth Management

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Advisors

Advisor photo for Alan F Auteri

Alan F Auteri

CFP®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Alan F Auteri's website
Advisor photo for Garth Fondo

Garth Fondo

CFP®, MBA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Garth Fondo's website


Team

Liz Auteri

Liz Auteri

Client Service Coordinator

Roles & Responsibilities

  • Manages calendar and schedules client meetings.
  • General client service.
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Kathy M. Lubsen

Kathy M. Lubsen

Client Service Manager

Roles & Responsibilities

  • Manages calendar and schedules client meetings
  • Meeting preparation
  • Business processing and client service
  • General Office management and billing
  • Event Coordinator
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Liz Bonacci

Liz Bonacci

Financial Planning Assistant

Qualifications

  • B.S. Accounting Boston College, 1996

  • Public accounting and financial services industry experience

Roles & Responsibilities

  • Financial planning and investment assistance
  • Gather client data and prepare Retirement Goal Tracker analysis
  • Update investment portfolio re-balancing tool
  • Prepare life and long term care insurance illustrations
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