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- Custodian
- Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-09-2020
- Office Locations
- 1
Office Locations
About Tailwind Financial Planning LLC
Tailwind Financial Planning is a fee-only, fiduciary RIA providing financial life planning and wealth management for military leaders, especially those transitioning to civilian careers. The firm builds comprehensive plans and investment strategies, with emphasis on navigating executive bonuses, equity compensation, and related tax complexity. Client meetings are fully virtual via Zoom across time zones; affiliated with NAPFA and XY Planning Network.
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Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PAMELA ANNE BERGESON
Chief Compliance Officer, Founder, Lead Financial Planner
- CRD
- #7250964
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,955,142 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,955,142 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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