facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog external search brokercheck brokercheck Play Pause

Financial Guidance to Protect Your Nest Egg. Technology to Watch it Grow.

OUR MISSION

To be the Tailwind that you need for your Investments, your Goals and your Financial Plan!

Palm Trees

Wine bottles

Island and ocean

Couple sailing


We Work With Active:

Wallet icon

Executives

Businessman

Business Owners

Beach chair and umbrella

Retiress


Man working out

Women surfing

Sking

Biking

So they have time and energy for their passions: 

  • Training
  • Surfing
  • Triathlons
  • Golfing
  • Biking
  • Skiing
  • And Travel


 

Gain New Insight into your investments

About Us

With over 20 years’ experience on Wall Street at Merrill Lynch and Morgan Stanley we have the training and expertise that you need. Working closely together we will help you navigate all the noise, emotions and distractions that challenging markets will present. We are grateful and take pride in having many long term relationships with our clients that exceed well over a decade.


 Mark K Vigil, CIMA® Photo

Mark K Vigil, CIMA®

Managing Director and Senior Portfolio Manager

Education includes a degree in Economics from San Diego State University.  Mark has achieved the distinction of becoming a Certified Investment Management Analyst, CIMA® in 2012.  CIMA is offered by the Investments & Wealth Institute taught in conjunction with the University of Pennsylvania Wharton School. Graduate level courses and tests are taught at Wharton on Modern Portfolio Theory, Behavioral Finance, Alternative Investments, Investment Policy among other topics.  Mark has been recognized and featured several times in San Diego Magazine as a “Five Star Wealth Manager” 

Mark lives in Carlsbad with his two sons Cheyne and Christian.  Mark enjoys Triathlons (5-time Ironman Finisher), surfing, golf and wine.  Mark has been active in his sons Baseball and Flag Football teams as both a Coach and Sponsor.

Investment Management


Tailwind Wealth Advisors uses customized portfolio design to meet the diverse investment goals of our clients. We do not use cookie cutter strategies rather we tailor our strategies to your unique investment needs.


Our Investment Philosophy

We find time and time again that both Warren Buffet and John Bogle remain as the core foundation for our investment process. From understanding risk and portfolio concentration with Warren Buffet to investment fees and passive investing with John Bogle. We can show you how we use their insights to create custom portfolios.

We use a blend of active investment managers, passive investments and alternative investments (If suitable and qualified) to create customized individual portfolios managed for your specific goals. We are not tied to a single Wall Street firm that's tied to a single set of product offerings.  Instead we have access to all of what Wall Street has to offer allowing us to provide best-in-class solutions for investing and planning.  Vanguard is an example of manager that we can now access where previous firms would not allow us to do so. We offer unbiased, objective and independent advice free from conflict.

Graphs


We help our clients invest in:


Money in hand icon

Private Real Estate

Pie chart icon

Private Equity and Debt

Money snowflake icon

Hedge Funds

Plus icon

And More



Why does Harvard’s Endowment, Corporate Pensions and other institutions use Alternative Investments to help meet their investment goals and should you being doing the same? If you are a Qualified Client ($2.1Million net worth) or Qualified Purchaser ($5Million Net worth) we can help you answer that question. We can walk you through the strategies, risk and returns profiles and potential diversification benefits of adding Alternative Investments to your portfolio.

Accredited Investors

Qualified Client

Qualified Purchaser


Are alternative investments a suitable investment for you?

Find Out


How We Get Started


Step 1

We have a complimentary consultation meeting (Or Zoom Call) to review your current plan, goals, concerns and answer any questions that you may have.

Step 2

Once we understand your goals and objectives we will show you what changes or additions will benefit you to reach your goals.

Step 3

When you decide to work with us, we will help you consolidate accounts, transfer assets, deposit funds. Fidelity will be the custodian for your assets.

Step 4

We will invest your assets according to our suggestions. We will help you download your financial app for your phone so can begin reviewing all your assets with one login, not six.

Step 5

Updates on markets, review of goals. If you have questions about refinancing, life insurance, car, second home purchases, taxes and more, we are always available.


Fees:

Assets Under ManagementManagement Fee
$0 - $999,999
1.15%
$1,000,000 - $1,999,999
0.85%
$2,000,000 - $4,999,999
0.80%
$5,000,000 - $9,999,999
0.65%

Our Services


Our Services

Our only objective is serving your best interests.  Everyone’s goals and objectives is unique and we provide a range of services that brings your financial well-being into focus.

Financial Planning

Our financial planning will organize all facets of your wealth from real estate, business equity, investments, life insurance and more into your custom tailored plan.

Investment Management

Your investment strategy will be customized to meet your goals and risk tolerance.  We tailor our investment strategy to each client’s needs and goals.  We do not cookie cutter your investments as some other firms do.



Our Planning Process Can Help You Achieve Your Financial Dreams

We start by helping you identify your goals and evaluate where you are relative to those goals. We evaluate your options and recommend strategies to help you get you where you want to be. We don’t stop there. We help you implement the recommendations. Then, we continually monitor your financial situation to ensure you remain on track to achieve your financial dreams. 

Financial plan process


Your goals remain the centerpiece of our recommendations and strategies.


We take a comprehensive view of your complete financial picture to develop a deeper understanding of what is required to achieve your goals.


Chart icon

Complete Financial Picture

We link all your financial accounts for a complete and up­ to-date view of your financial situation. Our analysis and recommendations are comprehensive and reflect current market conditions.

Magnifying glass

Monitor Progress

With a daily snapshot of your progress, we can alert and remind you of financial factors that may impact your ability to achieve your goals. This relieves you of organizational burden, allowing you to focus your energies on what matters most in your life.

Networking icon

Increased Collaboration

Our wealth management system provides both you and our team with a secure view of your financial progress. We can collaborate with you online at anytime, no matter where you are.


Blog

Loading Posts...


Read More

Getting Started is Easy