EST. 2018 • STRATEGIC WEALTH

Architecting
Generational Wealth

Move beyond conventional finance. Discover structured strategies that protect, position, and perpetuate your family's prosperity.

$250M+
Assets Advised
1,200+
Families Served
15+
Years Experience
Strategic Wealth Planning
Allen Dunn
Principal Strategist

"We build structures that outlive us."

OUR PHILOSOPHY

The Northwind Approach

We don't just manage wealth—we architect it with precision, purpose, and permanence.

01

Position

Strategic asset placement across protected structures, minimizing tax exposure while maximizing growth potential.


STRATEGIC DEPLOYMENT
02

Protect

Multi-layered protection against market volatility, legal challenges, and the erosive effects of inflation.


COMPREHENSIVE SHIELDING
03

Perpetuate

Generational wealth structures designed to serve your family's vision for decades and centuries to come.


MULTI-GENERATIONAL LEGACY
OUR STRATEGIES

Sophisticated Solutions for Serious Investors

Each strategy is custom-tailored to your unique financial situation, goals, and timeline.

Asset Protection Trusts

Shield your wealth from creditors and legal challenges

Tax-Advantaged Structures

Minimize tax burden through strategic positioning

Generational Wealth Transfer

Seamless succession planning for your legacy

View All Strategies
87%

Average tax efficiency improvement

3x

Multi-generational wealth multiplier

100%

Custom-tailored strategies

24/7

Dedicated client support

TESTIMONIALS

What Our Clients Say

"Allen didn't just manage my wealth—he transformed how I think about money entirely. My family's future is now structured for generations."

JD
James Davidson
Tech Entrepreneur

"The tax strategies alone paid for themselves many times over. Professional, discreet, and exceptionally knowledgeable."

MR
Michael Rodriguez
Real Estate Developer

"Finally, a wealth advisor who thinks beyond the next quarter. Northwind built a structure that will serve my grandchildren's children."

SW
Sarah Williams
Family Office Principal
BEGIN YOUR JOURNEY

Ready to Build Your Legacy?

Schedule a confidential consultation with Allen Dunn to discuss your wealth strategy.

northwindimpact@gmail.com
Strategic Wealth Hub
By Appointment Only