This site has been designed for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced on the site. Such offers can only be made where lawful under applicable law. Trek Wealth Solutions does not intend to provide investment advice through this site and does not represent the securities or services discussed that are suitable for any investor. Investors are not advised to rely on any information contained in the site in the process of making a fully informed investment decision. Trek Wealth Solutions and this site do not intend to render tax or legal advice. Certain portions of this website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of and/or provide access to Trek Wealth Solutions (and those other investment and non-investment professionals) positions and/or recommendations of a specific prior date. Due to various factors, including changing market conditions, such discussions may no longer be reflective of current position(s) and/or recommendation(s).
At certain places on our website, we offer direct access or ‘links’ to other internet websites. These sites contain information that has been created, published, maintained, or otherwise posted by institutions or organizations independent of Trek Wealth Solutions. Trek Wealth Solutions does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness, or timeliness of the information located there. Visitors to these websites should not use or rely on the information contained therein until consulting with an independent finance professional. Trek Wealth Solutions does not necessarily endorse or recommend any commercial product or service described on these websites.
Advisory services offered through Sowell Management, a registered investment advisor.
Trek Wealth’s mission is to provide balanced financial solutions that empower people to do more, go further and appreciate life’s journey. For those looking to prepare for retirement while enjoying life’s experiences along the way, Trek Wealth paves the path for doing both — crafting well-planned portfolios with room for what matters most.
Advisory services offered through Sowell Management, a Registered Investment Advisor. Trek Wealth Solutions is a division of Sowell Management. Additional information about Sowell Management (CRD# 127145/SEC# 801-63991) is available on the SEC’s website or FINRA’s BrokerCheck.®