Eastwind Capital Wealth Management

Eastwind Capital Wealth Management, operated by Graham David Guthrie, offers personalized financial advisory services. Graham holds a Juris Doctor from Capital University Law School and a B.S. in Finance from The Ohio State University. With a background in law and finance, he has been an Investment Adviser Representative at Eastwind Capital since 2018. Graham also owns Guthrie Law Office, providing legal services separately from advisory services. As a licensed insurance agent, he may earn commissions from insurance transactions, presenting a potential conflict of interest. Additionally, Graham offers non-fiduciary retirement plan services to select clients, meeting with them semi-annually. Supervised by P. Michael Valley, II, Graham's work is closely monitored through office interactions and a client relationship management system. Notably, Graham has a clean disciplinary record, with no reportable claims or proceedings against him. Clients' accounts are held at Vanguard, administered by Ascensus, and managed by Mesirow Financial. For further details, refer to the SEC's website or contact Eastwind Capital Wealth Management directly.