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.
Helpful Content
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Questions to Consider When Buying a Vacation Home
Doing your research is key before buying a vacation home.
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
The Average American Budget
Learn about the average American budget in this fun and interactive piece.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
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Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?