About Us

Where Family Values Meet Financial Excellence

At Eastwind Capital Wealth Management, we are more than financial advisors—we are partners in your journey. Built on the pillars of integrity, independence, and innovation, our mission is to help families achieve financial confidence and clarity. With decades of experience, we specialize in delivering personalized strategies that simplify complexities, preserve wealth, and secure legacies for generations.


From retirement planning to estate and legacy management, our family office approach ensures every decision is made with your goals in mind. We’re here to guide you through life’s financial challenges so you can focus on what matters most.

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Where Family

Values Meet Financial Excellence.

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Our Process – A Roadmap to Your Success

A Simple Yet Powerful Approach

Our process is designed to make financial planning seamless, effective, and stress-free. By understanding your goals and values, we create tailored strategies that evolve with your needs.

Discover Your Goals

We start by understanding your short- and long-term financial objectives. This step helps us gain a clear picture of what matters most to you.

Analyze Your Current Plan

Our team reviews your existing financial structure to uncover opportunities and potential risks. This analysis provides the foundation for meaningful improvements.

Create a Personalized Strategy

Based on your unique needs, we design a customized financial plan that aligns with your goals. This plan provides clarity and actionable steps for success.

Implement Your Plan

Together, we put your tailored strategy into action with thoughtful execution. We ensure every step is handled with precision and care.

Coordinate with Trusted Partners

We work closely with your broader financial team to streamline every aspect of your financial life. This collaboration ensures all pieces are seamlessly aligned.

Ongoing Support

We provide proactive adjustments and regular check-ins to keep your plan on track. With consistent communication, we’re with you every step of the way.

Who We Serve

Personalized Solutions for

Every Stage of Life

  • Mid-Career Professionals & Business Owners

    You’re entering your peak earning years and may be managing complex financial challenges, including business ownership, taxes, and investments. Whether it’s optimizing your tax strategies, planning for retirement, or protecting your growing wealth, we provide customized solutions to simplify your financial life. Our holistic approach ensures you have the strategies in place to protect what you’ve built and prepare for the future.

  • Retirees & Empty Nesters

    You’ve spent years saving and now want to enjoy a comfortable, secure retirement. We work with you to create a sustainable income plan, manage taxes, and preserve your assets while maintaining flexibility for life’s uncertainties. From planning for long-term care to legacy management, we help you transition confidently into retirement with the peace of mind that your financial future is secure.

  • Multi-Generational Families & Legacy Builders

    Your goal is to align your wealth with your values and ensure your legacy lives on for generations to come. Whether it’s creating a seamless estate plan, providing for future generations, or managing tax-efficient transfers of wealth, we offer tailored strategies to support your family’s needs. We specialize in coordinating financial plans for multi-generational families, ensuring every member—from grandparents to grandchildren—feels secure and prepared for the future.

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Our Team – Dedicated to Your Success

Experienced Advisors. Trusted Partners.

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