# Tailwind Financial

Tailwind Financial is a RIA based in Southwick, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Southwick, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** tailwindfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/tailwind-financial

## Regulatory record

- **CRD number:** 333725
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/333725

## About

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.

## Sectors

- Medical professionals / doctors

## People

- Diana Halenz
- Karyna Hawthorne

## Related profiles

- [Blue Curve Advisory](https://altss.com/profile/blue-curve-advisory-llc)
- [Three Arch Wealth Management](https://altss.com/profile/three-arch-wealth-management-llc)

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Last updated: 2026-08-11T15:08:18.003Z

Canonical page: https://altss.com/profile/tailwind-financial-llc

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