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Our Team

Our Holistic<br/>Financial Planning Team

Our Holistic
Financial Planning Team

At Sailwinds Financial Strategies, we believe the best financial advice comes from partnership built on trust, sincerity, clear communication, and a shared commitment to your goals. Our team brings decades of experience, technical depth, and a relationship-first approach to every client we serve.

Meet The Team

Bernadette "Bernie" Strout, CFP®

Founder & Lead Advisor

(908) 839-9401

bstrout@sailwindsfinancial.com

I’m the Founder and President of Sailwinds Financial Strategies, where I help people make clear, confident decisions about their money so they can focus on enjoying the life they’ve built. Based in Woodbridge, New Jersey, I’ve spent...
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Jack Strout

Client Service Associate

(908) 839-9401

jstrout@sailwindsfinancial.com

I’m a Client Service Associate at Sailwinds Financial Strategies, where I support a personalized, relationship-driven approach to retirement planning. Based in Woodbridge, New Jersey, I’m currently continuing my education in wealth...
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A Family Business Built on Trust

Sailwinds is a family endeavor. Jack is Bernie's nephew, and his decision to join the firm grew from years of watching Bernie build meaningful relationships with her clients and a genuine desire to continue that legacy.

Today, they work side by side: Jack sits in on client meetings, learns the nuances of holistic planning, and prepares to carry forward the values and approach that have defined Sailwinds from the start.

For our clients, this means continuity. The partnership you build with us today is designed to last, supported by a succession plan that keeps your financial wellbeing in trusted hands for years to come.

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Our Partnership with<br/>Prosperity Capital Advisors

Our Partnership with
Prosperity Capital Advisors

We’re proud to partner with Prosperity Capital Advisors, a national registered investment advisor (RIA). Through this partnership, we gain access to a wide network of professionals, advanced planning resources, and institutional-level tools, which helps us enhance the depth and sophistication of every financial plan we build.

Let’s See How We
Can Help You Reach Your Goals

The best way to know if Sailwinds is right for you is to have a conversation. We'll learn about your situation, answer your questions, and help you understand our approach, with no pressure or obligation.

Let’s Have a Conversation