Federal retirement planning from advisors who have worked with FERS and CSRS employees for nearly twenty years. TSP, survivor election, and retirement dates.

TradeWinds offers free wills, powers of attorney, and financial guidance to family members of existing clients, with no asset minimum.

TradeWinds provides wealth management in Portland, Oregon, for coordinated financial planning and investment management.

For households with $1M+ who want to understand the rules their money follows. Six rules-based strategies with an accelerator and a set of brakes.

Educational workshops and events from TradeWinds Wealth Management, including quarterly federal retirement benefits sessions in Portland, Oregon.

Quarterly educational workshops in Portland on the FERS annuity, the Thrift Savings Plan, survivor elections, and insurance continuation. Seats are limited.

The page explains how FERS survivor benefit elections reduce annuity percentages and payouts to spouses.

Plain-language guides on federal retirement benefits, retirement income, Roth conversions, and how portfolios manage risk. From a fee-only fiduciary.

TradeWinds is fee-only: paid by clients, never by commissions or product sales. Asset-based fees, tiered so the rate declines as a relationship grows.

An SEC-registered, fee-only fiduciary founded in 2023 by Christian D'Urso, who has advised clients since 2007. Meet the team and see how the firm is built.

The page offers introductory conversations with a fee-only fiduciary advisor in Portland, Oregon, and nationally.

TradeWinds Wealth Management is a fee-only fiduciary RIA in Portland, Oregon, offering structured retirement planning for federal employees and retirees.

The page describes how TradeWinds Asset Management handles personal information, including collection, use, and protection.

Regulatory disclosures for TradeWinds Asset Management, LLC: Form ADV, Form CRS, investment risk, and third-party relationships.