About Us

We are dedicated to providing investment management and strategic wealth planning that is customized for you. Simply put, we strive to be our client’s trusted advisor.

Why Us?

Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to help you reach them. We will meet with you to present an analysis and discuss our recommendations.

Why Us?

Our Process

Our process allows us to design a plan to help you create a more financially secure future. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Why Us?

Our Services


Financial Planning

The core of the financial services we deliver is anchored in a philosophy that without a concrete and transparent financial plan in place most successful individuals will not achieve their maximum potential over the course of a lifetime. This is why for many of our clients our initial work together...

Retirement Planning

Life is full of milestones, and one of the most critical of those events is retirement. Most endure a lifetime of hard work, sacrifice and planning to prepare for this inevitable opportunity to live life on their own terms. Still, with fluctuations in the stock market, changes in the economy and the...

Estate Planning

Many believe estate planning is a term and situation reserved for those who have amassed amazing amounts of wealth over their lifetime. The reality is very different than these assumptions and it changes daily on the federal, state and possibly on a local level. Each of these governing bodies plays...

Business Succession Planning

Being a business owner is more than a full-time job, it's a lifestyle choice. Those who do it well embrace every aspect of the experience and the responsibility. Many of the business owners we work with rarely take the day off, often can be found working on the weekend, and are always looking for...

Charitable Giving

Knowing there is "more to life than money" is a cliché we embrace, because it is only through systematically giving back that those who find meaning in charitable pursuits are able to affect a lasting and notable impact on the world. Isolated gifts, although important, don't create the meaningful...

Long-Term Care Planning

Protect your retirement from long-term care expenses with affordable, flexible options beginning at age 40.

Wind Shift Financial manages assets for individuals and families, providing wealth management, and financial planning services.

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