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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Welcome to the Tailwind Wealth Management Website!

Set sail toward your financial goals with our experienced team of advisors. Our team of experienced professionals is committed to providing personalized strategies tailored to your specific needs, dreams, and values. We believe in building strong, long-term relationships with our clients based on trust, transparency, and a deep understanding of your financial objectives. From investment management to retirement planning, we're here to guide you through the ever-changing seas of wealth management.

As you navigate through our website, you will find valuable insights, educational resources, and information about our services. Whether you are planning for retirement, seeking assistance with investment strategies, or looking to protect and grow your wealth, we are here to guide you every step of the way.

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Evaluate your 401(k)

Many people wait to roll over their 401(k) dollars until they change jobs or retire. Depending on your financial goals, your age and your investment strategy, it may make financial sense to roll over some of your assets while you’re still working and contributing to a 401(k) plan. We can help you evaluate the pros and cons and determine if a rollover fits with your overall retirement savings strategy. Together, we can help you work toward your financial future with more confidence. Learn about your options with the Rollover Evaluator.