Tailwind Wealth Management

Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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Team photo for Tailwind Wealth Management
Team photo for Tailwind Wealth Management

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Advisors

Advisor photo for Jeff Forsythe

Jeff Forsythe

CFP®

Financial Advisor

Visit Jeff Forsythe's website
Advisor photo for Garth Fondo

Garth Fondo

CFP®, MBA

Private Wealth Advisor

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

Alan F Auteri

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Alan F Auteri's website


Team

Kathleen M. Lubsen

Kathleen 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 Auteri

Liz Auteri

Client Service Coordinator

Roles & Responsibilities

  • Manages Calendar and schedules client meetings
  • General Client Service
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Liz Bonacci

Liz Bonacci

Financial Planning Specialist

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 profile re-balancing tool
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