Updated:
Tailwind Financial
Tailwind Financial provides financial planning tailored for medical professionals, from residency to retirement. The firm helps doctors take control of their...
Tailwind Financial
Tailwind Financial provides financial planning tailored for medical professionals, from residency to retirement. The firm helps doctors take control of their finances with services including integrated tax planning and preparation, debt and savings strategies, and retirement planning. Its selective client list allows personalized services for residents and established physicians.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Southwick
Corporate office
New York, NY, United States
Principals
Diana Halenz
Karyna Hawthorne
Sector focus
Frequently asked questions
What is Tailwind Financial?
Tailwind Financial is a ria headquartered in Southwick, United States.
Where is Tailwind Financial headquartered?
Tailwind Financial is headquartered in Southwick, United States, in the North America region.
What does Altss track for Tailwind Financial?
Altss maintains an OSINT-verified profile of Tailwind Financial covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is Tailwind Financial's website?
Tailwind Financial's public website is tailwindfinancial.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Tailwind Financial?
Tailwind Financial is classified by Altss as a RIA, operating from United States within the North America region.
How does Altss source intelligence on Tailwind Financial?
Altss uses documented public records and disclosures, organization submissions, and licensed sources where permitted. Source rights, collection method and factual verification are separate questions; consult the cited source and field-level provenance.
When was Tailwind Financial's Altss profile last updated?
Tailwind Financial's source record was modified on August 11, 2026. This is not a field-level verification date. Public records carry source-specific dates where available. No population-wide measured refresh cadence or universal verification deadline is established here. Page modified, source captured, fact observed, entity verified and aggregate measured describe different events. Check the date attached to the relevant claim; a missing verification date means unknown. Stored source history does not establish a customer-facing historical-analysis interface.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Source record modified: . Public records carry source-specific dates where available. No population-wide measured refresh cadence or universal verification deadline is established here. Page modified, source captured, fact observed, entity verified and aggregate measured describe different events. Check the date attached to the relevant claim; a missing verification date means unknown. Stored source history does not establish a customer-facing historical-analysis interface. To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: