EASTWIND CAPITAL WEALTH MANAGEMENT

Overview

Eastwind Capital Wealth Management operates as a small, fee-based advisory firm focused on discretionary portfolio management for individuals, families and small businesses. The firm leans heavily toward publicly traded equities as its primary investment sleeve and combines percentage-of-AUM billing with hourly advisory fees for consultative work. Its client mix includes both individual/family relationships and institutional accounts, with advisory activity concentrated on constructing and managing tailored investment portfolios rather than acting as a capital allocator or pension consultant. The firm does not position itself as an active ESG investor. Investment approach centers on exchange-traded securities as the core building blocks of client portfolios, supplemented by mutual funds and a measured allocation to alternative asset classes. Custody and execution are centralized through Charles Schwab & Co., which supports their traded-equity focus and provides the platform for tax-aware trading and separately managed account functionality.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices