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.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
How long does a $20 bill last?
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps estimate your federal estate tax liability.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares the financial impact of leasing versus buying an automobile.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are three things to consider before dipping into retirement savings to pay for college.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
There’s an alarming difference between perception and reality for current and future retirees.
The market is as unpredictable as the weather. We’d love to help you prepare.
Why are 401(k) plans, annuities, and IRAs so popular?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.