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Tradewinds Wealth Management
Tradewinds Wealth Management was established in 2023 by Christian D'Urso in Portland, Oregon. D'Urso previously led The D'Urso Group as Senior Vice President...
Tradewinds Wealth Management
Tradewinds Wealth Management was established in 2023 by Christian D'Urso in Portland, Oregon. D'Urso previously led The D'Urso Group as Senior Vice President at Morgan Stanley. The firm functions as a multi-family office serving business owners and professionals. The firm delivers financial planning, retirement strategies, and discretionary portfolio management. Emphasis rests on risk assessment and tax-efficient wealth preservation. Operations remain confined to North America with an additional office in Rhode Island. Team size and adjacent vehicles remain undisclosed. No dated operational events from the last 24 months appear in available records.
General information
Firm type
Multi Family Office
Year founded
2023
Location
Region
North America
Country
United States
City
Portland
Corporate office
5550 South Macadam Avenue, Ste 110, Portland, OR 97239, United States
Additional offices
Rhode Island, United States
Principals
Christian D'Urso
Founder and Chief Investment Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Tradewinds Wealth Management?
Christian D'Urso serves as Founder and Chief Investment Officer. He previously led The D'Urso Group at Morgan Stanley.
Does Tradewinds Wealth Management participate in fund commitments or only direct deals?
Available records do not specify fund commitments versus direct deals.
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