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.
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this animated video.
Breaking Down the Parts of Medicare
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
A letter of instruction provides additional and more personal information regarding your estate.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Currency has been around for a long time. Here’s a quick history lesson.
A look at how variable rates of return impact investors over time.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator helps estimate your federal estate tax liability.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help you estimate how much you should be saving for college.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
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.
Check out this video to begin separating fact from fiction.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Understanding the cycle of investing may help you avoid easy pitfalls.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
For women, retirement strategy is a long race. It’s helpful to know the route.