Eastwind Capital Wealth Management - Westerville, Ohio

921 Eastwind Drive,
Suite 101
Westerville, OH 43081

 
Behavioral Finance 4 Elements of an Estate Strategy The Wild West of Data Theft Supporting Local Business In a Crisis

Your Wealth Management Advisors, Headquartered In Westerville

Guided by integrity, rooted in independence and fixed at the forefront of innovation, Eastwind Capital Wealth Management offers expert wealth management services, retirement planning advising and more to grow and protect your wealth. We are accountable. We are independent. We are dedicated to enriching your legacy.

The Eastwind Advantage: We Are Invested In You & The Services We Offer

As independent financial advisors, we believe you deserve the gold standard when it comes to wealth management solutions. Eastwind Capital Wealth Management adheres to the Fiduciary Standard which ensures we operate free from conflicts of interests, sales quotas and unforeseen strings that may tie down your success. Our team is also personally invested in the products and services we recommend to you; this includes market-protected assets, long-term care strategies, stocks and beyond. 

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Expertise & Transparency, Delivered Exactly How You Want It

You don’t thrive in this industry without being clear with your communication, flexible with your methods and inspired by client success. Over the course of its tenure, Eastwind has evolved not only its individualized strategies, but also the way that we talk with each client. In-person discussions will always possess immense value, but we are also more than satisfied to offer effective digital communications through secure channels - systems that protect your information at the highest level, but still retain that sense of personal, real world connection that we appreciate highly.

Helpful Content

A Look at Systematic Withdrawals

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Inflation and Your Portfolio

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

 

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

The Cost of Medical Care

Learn about the risks of not having health insurance in this informative article.

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

The A, B, C, & D of Medicare

Learn about all the parts of Medicare with this informative and enjoyable article.

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

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