Broker Check

5550 South Macadam Avenue, Ste 110, Portland, OR 97239

503-673-2828
admin@tradewindswm.com
Client Portal Login

Navigating Financial Planning

We help you chart your course with expertise & guidance 

LET'S GET STARTED

Select Your Goal & We Will Help You Navigate The Waters

Save For Retirement
Buy A Home
Investment Management
Save For College
Protect My Income
Protect My Family

We're Here to Help You Chart The Course That's Right For You

TradeWinds Wealth Management was specifically designed to assist families in taking charge of their finances and pursuing a work-optional lifestyle.

As a leading financial services firm in the Portland/Vancouver Metro area, we are proud to have partnered with the industry’s leading companies to provide customized solutions and top-notch service for our clients.

Our goal is simple - helping our clients to make smart choices about their money and feel confident about their decisions.

Our Process

1. An assessment of your tolerance for and attitudes toward risk

2. Construction of a portfolio tailored to your needs and risk comfort level

3. A financial plan that considers your long-term goals, risk sensitivity, and portfolio selections

Financial education for our clients and others is one of our top priorities. You’ll find that our explanations of complex topics are refreshingly clear and easy to understand.

This provides a framework for evaluating and testing decisions that impact your goals, allowing us to design a plan precisely tuned to your needs. With unconstrained access to a full suite of services and investment products, as well as insurance and long-term care, we have ultimate flexibility in the plans we create.

Meet the Team

Christian D'Urso

Christian D'Urso, CRPC

Founder & Chief Investment Officer

Paul Spangler

Paul Spangler

Operations Director & Wealth Advisor

DeLynn Shogren

DeLynn Shogren

Associate Wealth Advisor

Brandon Trank

Brandon Trank

Associate Wealth Advisor

Bridge D'Urso

Bridge D'Urso

Strategic Adviser & Bookkeeper

Faren Jones

Faren Jones

Client Service Associate

Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.