Answers
Our charging solutions are designed for user-friendly setup. Depending on your preference, you can choose to set it up yourself with the help of our clear installation guides, or you can opt for professional installation services provided by our trained technicians. We offer flexibility to ensure a hassle-free setup that suits your needs.
Yes, for enhanced user experience and control, we recommend using our dedicated app. The app allows you to monitor charging status, schedule sessions, and receive real-time updates. While the charging stations can be operated without the app, it provides additional features to optimize your charging experience.
Our support team is ready to assist you. If you have any questions or encounter issues, you can reach out to our customer support through the contact details provided on our website. Our knowledgeable and responsive team is committed to ensuring you have the assistance you need at every step.
We understand that every user and setting is unique. That's why we offer customization options for our charging solutions. Whether it's adapting to specific energy needs, integrating branding elements, or tailoring the user interface, our team can work with you to create a solution that aligns with your requirements. Contact our team to discuss the customization possibilities available for your charging infrastructure.
Our Approach
We don’t begin with products. We begin with understanding — and we stay with you over time.
We integrate income planning, investments, taxes, estate structure, business decisions, liquidity, and generosity — because none of them operate independently.
We view wealth as something to steward — not simply accumulate. That shapes how we approach risk, transition, and long-term planning.
We serve as long-term advisors — not transaction-based managers. The relationship is built for decades, not quarters.
We’re not trying to manage a portfolio. We’re helping you make better decisions over time.
It means decisions are made in context — not in silos.
Investments affect taxes.
Business decisions affect estate structures.
Liquidity affects opportunity.
Generosity requires structure.
As complexity increases, isolated advice creates friction.
Our role is to ensure strategy, income planning, structure, and execution move in the same direction.
The Process
A Clarity Visit is a focused, no-obligation conversation.We work to understand:
• Where you are
• Where you want to go
• What may be standing in the way
It’s not a presentation. There’s no pitch.
You’ll leave seeing your situation more clearly — whether we move forward or not.
If there’s alignment, the next step is Pre-Flight. If not, we’ll say so directly.
From initial conversation to establishing a relationship typically takes four to eight weeks, depending on complexity.
The process follows the Tailwinds Flight Plan™:
• Clarity Visit
• Pre-Flight
• The Flight Plan
• Course Adjustments
Clarity Visit and Pre-Flight are designed to determine alignment and ensure you understand exactly where you stand before any long-term commitment.
If we move forward together, the Flight Plan is developed and implemented — followed by ongoing Course Adjustments as life and markets evolve.
We don’t rush decisions. Clarity comes before commitment.
We’ll tell you.
Not every relationship makes sense. The Clarity Visit exists to determine alignment. If we’re not the right match, we’ll point you in a helpful direction.
Who We Serve
Most of the families we serve have built between $1–$10 million in investable assets.
We don’t operate off hard minimums. Complexity and alignment matter more than a specific number.
If you’re navigating business ownership, concentrated equity, liquidity events, or multi-generational planning, we’re likely a strong fit.
Scope of Services
An ongoing relationship typically includes:
• A comprehensive Flight Plan
• Income planning across accounts and time horizons
• Investment management and disciplined implementation
• Ongoing strategy sessions and proactive adjustments
• Tax coordination alongside your CPA
• Estate alignment with your attorney
• Access when meaningful decisions arise
Investment management is part of the relationship.
It is not the relationship.
We do not provide investment management without comprehensive planning.
Yes.
We build and manage portfolios as part of an integrated advisory relationship. Through our platform and affiliations, we may collaborate with specialized sub-advisors when appropriate.
We bring conviction to the portfolios we build — while ensuring they align with the broader plan.
Yes — when appropriate.
We’re comfortable evaluating private equity, real estate, private credit, and other illiquid strategies. Members of our team have built and worked within private investment platforms and understand how these structures operate.
There’s a reason pensions, endowments, and sophisticated investors have allocated to private markets for decades. When thoughtfully structured, alternatives can provide differentiated return streams and diversification beyond public markets.
But they have to earn their place.
We evaluate tax impact, liquidity, income needs, and long-term flexibility before integrating any private strategy. If it adds complexity without strengthening the overall plan, we’ll say so.
We don’t draft documents — that’s your attorney’s role.
But we ensure your financial life supports your estate structure.
We help:
• Align asset titling with estate intentions
• Coordinate beneficiary designations
• Evaluate trust funding strategies
• Model potential estate tax exposure
• Integrate charitable planning
• Facilitate family coordination when appropriate
If you don’t currently have an estate attorney, we can introduce you to trusted professionals and help prepare you for those conversations.
Estate planning isn’t just about documents. It’s about making sure everything actually works together.
Specific Situations
Yes. Many of our clients are entrepreneurs.
We help navigate:
• Raising capital versus preserving control
• Recapitalization and private equity partnerships
• Exit timing and structure
• ESOP considerations
• Succession planning
• Aligning business and personal liquidity
Members of our team have built and led businesses ourselves. We understand these decisions from both sides of the table.
Yes.We regularly work with executives managing:
• Concentrated stock positions
• NUA strategies
• RSUs and ISOs
• Employee stock purchase plans
• Deferred compensation
These strategies require careful tax modeling and coordination with your CPA.
That’s fine.
Many of our clients are still building — sometimes ten to twenty years from transition — but want their financial decisions integrated early so future options remain open.
Relationship Structure & Fees
Tailwinds Wealth relationships are built around ongoing advisory and investment management, coordinated across the full financial picture.
For most ongoing advisory relationships, fees begin at 1% annually and follow a tiered structure as assets increase.
Private Client relationships may include:
• An annual Strategic Advisory retainer
• An asset-based fee for investments we directly manage
• Insurance commissions when applicable (disclosed clearly in advance)
Fees are discussed transparently once we understand your situation.
We are compensated through:
• Advisory fees (asset-based, retainer-based, or a combination)
• Insurance commissions when insurance solutions are implemented
• No trading commissions on securities transactions
We do not use proprietary investment products. Our recommendations are not tied to third-party incentives.
Before any engagement begins, you’ll understand exactly how compensation works.
A fair question.
Here’s how to think about it:
Compare total cost — not just the advisory fee. Some advisors charge lower headline fees but use higher-cost investment products. Others layer on planning fees, trading costs, or insurance commissions without disclosure.
Understand what’s included. Are you paying for investment management only? Or comprehensive planning, income coordination, tax strategy, estate alignment, and ongoing counsel?
The real measure isn’t year-one cost — it’s value created over ten years through better tax decisions, fewer mistakes, and more confident planning during transitions.
We’re transparent about costs upfront. If our structure doesn’t make sense for your situation, we’ll say so.
Occasionally — but it’s not our primary focus.
We’re built for long-term advisory relationships. In select situations, standalone planning may be appropriate, but continuity is where the greatest value is created.
Transparency
Not technically — because we offer insurance solutions and may receive commissions when appropriate.
Our primary compensation, however, comes from advisory fees. We do not earn commissions on securities transactions, and we do not use proprietary investment products.
When insurance is part of a strategy, we disclose compensation clearly before implementation.
The better question isn’t “fee-only or commission.”
It’s: Does this recommendation serve the plan — and am I clear about how my advisor is compensated?
We don’t make performance projections.
Markets don’t cooperate with guarantees.
What we do:
• Build disciplined portfolios designed to capture market returns efficiently
• Align investments with income planning, tax strategy, and liquidity needs
• Manage risk deliberately — especially during volatility
The greatest value we provide isn’t chasing performance. It’s helping you avoid costly mistakes, optimize taxes over time, and make sound decisions during major transitions.
If someone promises specific returns — run away.
Maybe you should — if your situation is simple.
If you have straightforward goals, no need for income planning, no complex tax considerations, no business ownership or concentrated equity, a low-cost index strategy may be entirely appropriate.
We tend to serve people whose situations are more layered — where decisions intersect and coordination matters:
• Households integrating income planning, Roth conversion strategy, estate alignment, and charitable intent
• Families coordinating trusts, entities, liquidity events, and generational transitions
• Executives managing concentrated stock or deferred compensation
• Business owners navigating growth, recapitalization, or transition
The question isn’t “Can I do this cheaper?”
It’s “What’s the cost of getting it wrong?”
No.We take a team approach — but not a revolving-door approach.
You’ll have a dedicated relationship lead who understands your situation, your goals, and your history. That person remains accountable for your strategy and coordination.
Behind the scenes, you benefit from the broader Tailwinds team — planning input, tax coordination, investment research, and specialized expertise when needed.
You don’t get bounced between departments. You get a relationship — supported by a team.
You’re not locked in.If the relationship no longer makes sense, you can end the engagement at any time.
We typically ask for 30 days’ notice so accounts can be transitioned properly and nothing falls through the cracks.
There are no termination penalties.A long-term relationship only works if it’s chosen — not assumed.
Investment advisory and financial planning services offered through Tailwinds Wealth, LLC, a SEC Registered Investment Adviser. Subadvisory services offered through Signal Wealth, LLC, a SEC Registered Investment Adviser. Insurance, consulting, and education services are offered through Tailwinds Insurance, LLC. Tailwinds Insurance and Tailwinds Wealth are both subsidiaries of Tailwinds Financial Group. Tailwinds Financial Group is a separate and distinct entity from Signal Wealth, LLC.