Tradewinds Capital Management

Tradewinds Capital Management, located at 2211 Rimland Drive in Bellingham, Washington, is a finance institution dedicated to providing independent and unbiased financial advice to its clients. As a SEC registered investment advisory firm, Tradewinds Capital Management ensures that the best interests of their clients are always the top priority. The experienced team of financial advisors at Tradewinds Capital Management offers personalized wealth management and financial planning services, along with specialized assistance for business owners in setting up retirement plans.

Utilizing the technology and expertise of Schwab Institutional, Tradewinds Capital Management maintains its independence while ensuring the security of clients' assets. With a commitment to transparency and integrity, Tradewinds Capital Management does not receive any commission revenue from the investment products they recommend. Instead, they operate on a level fee basis, providing fiduciary, professional, and tailored advice to their clients.

The managing principals, Bryant J. Engebretson and Kyle B. Jackson, bring a wealth of experience and expertise to Tradewinds Capital Management. With a focus on serving their clients' best interests and building trust-based relationships, they strive to help clients achieve their financial goals. Bryant and Kyle are actively involved in the Bellingham community and are passionate about supporting local philanthropic efforts.

Justin, another member of the team, brings a unique background in mathematics education to Tradewinds Capital Management. His dedication to problem-solving and empowering clients in their financial decisions is a valuable asset to the institution. With a focus on education and client empowerment, Tradewinds Capital Management is committed to helping clients navigate the complexities of financial planning and investment management.

Overall, Tradewinds Capital Management is a trusted and reputable finance institution that prioritizes the financial well-being of its clients. Through personalized service, unbiased advice, and a commitment to integrity, Tradewinds Capital Management sets itself apart as a leader in the financial industry in Bellingham and beyond.