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.
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.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Help your clients with these practical steps to make the most of their six-figure income.
A look at the new, record-high retirement contribution limits from the IRS.
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
Estimate the total cost in today's dollars of various mortgage alternatives.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your capital gains tax.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
What is your plan for health care during retirement?
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
The decision whether to buy or rent a home may have long-term implications.
Doing your research is key before buying a vacation home.
Do you have causes that you want to support with donations?
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.