Eastwind Capital Wealth Management

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Eastwind Capital Wealth Management Eastwind Capital Wealth Management is an independent, privately owned, registered investment advisory group, located in Westerville, Ohio.

IRA/401(K) Rollovers
Income Planning For Retirement
Wealth Transfer Strategies
Life Insurance
Money Management

Choosing the right life insurance is about more than just picking a number; it's about building a plan that fits your li...
10/13/2026

Choosing the right life insurance is about more than just picking a number; it's about building a plan that fits your life now and in the future. That's where life insurance laddering can come in. Swipe to learn more.

If laddering sounds right for you, give us a call today to talk through your options. We're here to help.

National Savings Day on October 12th is a great opportunity to take a closer look at your financial habits and identify ...
10/12/2026

National Savings Day on October 12th is a great opportunity to take a closer look at your financial habits and identify ways to make saving a more consistent part of your routine. In many cases, small, intentional actions can help strengthen your financial foundation over time. Swipe to learn more.

If you would like to discuss savings strategies and financial planning opportunities that fit your goals, contact us today. We are here to support you.

Since October is Long-Term Care Planning Month, we want to share information about the impact of long-term care planning...
10/06/2026

Since October is Long-Term Care Planning Month, we want to share information about the impact of long-term care planning on retirement and financial security. Swipe through for a few of the most common questions we hear about long-term care planning.

If you'd like to discuss your long-term care planning options, please feel free to contact us. We are always happy to help.

The 2027-2028 FAFSA is open as of October 1, 2026. If you or a student you support plans to attend college during the 20...
10/01/2026

The 2027-2028 FAFSA is open as of October 1, 2026. If you or a student you support plans to attend college during the 2027–2028 academic year, it is a good idea to get started on the process early. So, with that in mind, our team wanted to share a few early steps that can help streamline the process:

🔹Create or verify your StudentAid.gov account.
🔹Gather essential financial documentation, including 2025 tax returns, W-2s, and income records.
🔹Determine which parent(s) or contributor(s) will be required to provide information, if necessary.
🔹Review college, state, and scholarship deadlines, as many institutions award aid on a first-come, first-served basis.

While the federal FAFSA deadline is June 30, 2028, many colleges and states set earlier priority deadlines for aid consideration, so submitting your application early can improve access to institutional, state, and need-based aid.

If you have questions about college funding strategies or how education expenses align with your overall financial plan, please contact our office. We are here to assist you.

There are officially fewer than 100 days left in the year, and now is the perfect time to take a closer look at your fin...
09/25/2026

There are officially fewer than 100 days left in the year, and now is the perfect time to take a closer look at your financial plan before 2027 begins. A few intentional moves before year-end can help strengthen your financial position and create momentum heading into the new year. Swipe to learn more.

If you would like to discuss your financial goals or review your current strategy before 2027 begins, contact us today. We would be happy to help.

Retirement is one of the biggest financial milestones you will ever plan for, and knowing when you are financially ready...
09/23/2026

Retirement is one of the biggest financial milestones you will ever plan for, and knowing when you are financially ready can feel overwhelming. While everyone’s retirement goals are different, there are several important signs that may indicate you are ready for retirement. Swipe to learn more.

Having a thoughtful plan in place can help you move into retirement with greater confidence and peace of mind. If you would like to talk with us as you prepare for retirement, give us a call. We are here to help.

September is National Preparedness Month. While many of us may think of emergency kits and storm plans, it’s just as imp...
09/21/2026

September is National Preparedness Month. While many of us may think of emergency kits and storm plans, it’s just as important to prepare financially for life’s unexpected moments.

When it comes to retirement planning, being prepared means building a strategy that can help weather challenges. Swipe to learn more.

If you would like to review your current retirement plan or discuss strategies for preparing for the unexpected, contact me today.

Thinking about no-exam life insurance? You’re not alone. More people are exploring this type of policy because of the sp...
09/17/2026

Thinking about no-exam life insurance? You’re not alone. More people are exploring this type of policy because of the speed and convenience they offer. However, there are still important details to understand before choosing this coverage. Swipe to learn more.

If you’d like help comparing your options or understanding which type of policy may work best for your needs, contact us today. We’d be happy to help you explore your coverage options.

While market volatility can feel uncomfortable, it can also open the door to strategies that may help reduce taxes, impr...
09/14/2026

While market volatility can feel uncomfortable, it can also open the door to strategies that may help reduce taxes, improve long-term positioning, and strengthen your overall financial plan. Swipe through for several concepts worth keeping in mind.

If you’d like to discuss any of these strategies or review your financial plan, feel free to reach out anytime. We’re always happy to talk through questions or concerns.

National 401(k) Day is a great time to highlight that 401(k)s remain one of the most common retirement savings tools in ...
09/11/2026

National 401(k) Day is a great time to highlight that 401(k)s remain one of the most common retirement savings tools in the country, helping millions of Americans build toward financial independence over time. Swipe to learn more about why they remain such an important part of retirement planning.

If you’d like to review your current retirement strategy or discuss whether your investments are still aligned with your goals, feel free to reach out anytime. We are here to help.

Address

921 Eastwind Drive , Suite 101
Westerville, OH
43081

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 12pm

Telephone

+16148882230

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