Trek Wealth Finanical Solutions
To provide balanced financial solutions that empower people to do more, go further and appreciate life’s journey.
Say yes to bucket list living
Trek Wealth is the financial advisory firm that believes in “bucket list living.” We encourage clients to live for today while saving for tomorrow, and we will show you how. Our thankful clients have taken the trip, bought the boat, built the dream house or paid for the fairytale wedding – and are building a nest egg that allows for peace of mind. We can help you live your best bucket-list life.
Life isn’t about waiting for retirement, it’s about the experiences you enjoy on the trek to get there.
We’re about digging deep to discover what truly matters to you and creating the plan that paves your path to get there.”
The Trek Wealth difference
We are mentors who make moments that matter possible
How We Work Together
We listen intently to you, building trusted relationships and uncovering what’s truly worthy in your life. We’re candid about aspirations, fears, hurdles and dreams. We’re methodical and pragmatic in our approach – sharpening our pencils and leveraging our resources to determine when your dreams can be realized.
Discover + Direction
Let’s sit down and get to know each other. We’ll fill you in on how easy it is to work with us and what you can expect.
Inventory + Analysis
We’ll collect everything financial related to your life and do a deep dive into it. We’ll study your numbers and begin planning.
Strategy + Tactics
Checkpoints + Switchbacks
Life changes, and so will your financial plan. We meet frequently to review your strategy and progress.