Tradewins Financial

@tradewinsfinancial.com

Tradewins Financial helps families manage their financial goals so they can spend time on what matters most to them. We are a team of independent advisors who focus on portfolio management and holistic financial planning. We work with individuals and their families at all stages of life from early career to currently retired. We also help small and medium-sized businesses optimize their retirement plans and financial strategies. Our goal is to help you enjoy today while preparing for tomorrow. 3318 South Country Meadows Lane Pearland, TX 77584, Securities and advisory services offered through Registered Representatives of Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency), member FINRA, SIPC, a broker/dealer and a registered investment adviser. Cetera is under separate ownership from any other named entity

tradewinsfinancial.com

Tradewins Financial's Company Logos

Tradewins Financial's Brand Colors

Hex Code

Color name

RGB

HSL

CMYK

#653319

Espresso

101, 51, 25

21, 60, 25

0, 50, 75, 60

#E2DAAB

Hampton

226, 218, 171

51, 49, 78

0, 4, 24, 11

#015EAB

Endeavour

1, 94, 171

207, 99, 34

99, 45, 0, 33

About Tradewins Financial

Tradewins Financial is a financial advice firm based in Friendswood, Texas, serving people who want to plan for retirement, grow a business, or build wealth for their family’s future. The firm focuses on personalized financial planning, aiming to address clients’ broader financial lives while helping them balance current priorities with preparation for tomorrow. Its process begins with learning about each client’s circumstances, finances, goals, time horizon, and comfort with risk. Tradewins then develops a strategy and works with clients to keep their financial plans on track as life and markets change.

The firm’s website provides resources related to retirement, investing, insurance, money, and lifestyle, along with term life insurance quotes, portfolio risk analysis, tax resources, calculators, a glossary, and market perspectives. Clients can request an appointment or schedule a complimentary consultation to discuss their needs. Tradewins emphasizes long-term relationships and open, honest communication, and offers a newsletter for those who want updates.