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

OUR MISSION

To provide the
Tailwind you need for
your:

  • Investments

  • Financial Plan

  • Goals

Palm Trees

Wine bottles

Island and ocean

Couple sailing


We Work With Active:

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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

Hi, I'm Mark the guy on the left in the dark suit, white shirt and red tie. Before starting Tailwind Wealth Advisors I worked at the big Wall Street firms: Merrill Lynch and Morgan Stanley. I took over a year to study and attend the Wharton School of the University of Pennsylvania to become a Certified Investment Management Analyst, CIMA® in 2012. I believed the Graduate level courses and tests taught at the Wharton School on Modern Portfolio Theory, Behavioral Finance, Alternative Investments and Investment Policy would help me be better at my job, it did! I have been recognized and featured several times in San Diego Magazine as a “Five Star Wealth Manager”

I grew up in Orange County, have a degree in Economics from San Diego State University and have been lucky to call Carlsbad home since 1997. I enjoy Triathlons (5-time Ironman Finisher), surfing, golf and wine and not necessarily in that order. I have 2 sons, Cheyne and Christian and have been fortunate to be able to both coach and sponsor their Baseball and Flag Football teams!

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.

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We help our clients invest in:


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Private Real Estate

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Private Equity and Debt

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Hedge Funds

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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.


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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.

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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.

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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.


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