Jim Oliver founded CreateTailwind in 1988 in Denver, Colorado. Originally a full service financial planning firm, Jim and his team weathered two major corrections on Wall Street and pivoted CreateTailwind’s focus to building wealth beyond Wall Street.
Teaching clients to create wealth without Wall Street brokers and financial planners took off with inspiration from a groundbreaking book by R. Nelson Nash, “How to Become Your Own Banker.” To most people, becoming their own banker was something they couldn’t envision or even attempt because they hadn’t seen a viable vehicle like it before, no obvious or effective plan. Most people park their money in prison in qualified plans or with a “broker” and hope that the money grows. At CreateTailwind, we remind our clients that “hope is not a strategy.” Becoming your own banker is an AND strategy – meaning you accumulate money AND deploy it to make even more money. This is the mind shift!
With this knowledge and advantage, CreateTailwind exploded to become a multi-location nationally recognized firm who have helped thousands of individuals and businesses around the United States. Jim and his team communicate with clients both in person and via real-time video conferencing.
If you want to get in touch with Jim Oliver about him speaking at your event or you and him collaborating in some other way, fill out the form below.
Someone from our team will get in touch to talk about your needs, offer suggestions on who else you should meet, and introduce you to Jim so the two of you (and anyone else we introduce you to) can do big things together!