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Tradewinds Wealth Management Overview
Type
Multi Family Office
Year Founded
2023
General Information
Tradewinds Wealth Management is a multi-family office headquartered in Portland, United States. Founded in 2023, the firm grew from the advisory expertise of founder Christian D’Urso and manages assets for families across nine states . Its team provides integrated financial planning, retirement strategies and discretionary portfolio management, emphasizing risk assessment and tax-efficient wealth preservation for business owners and professionals .
Contact Information
Website:
https://www.tradewindswm.com
Year Founded:
2023
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
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