There’s more to life than a bank account and saving for retirement. Life is about the journey and celebrating its milestones. With our services, we make that happen.”

Financial Planning Services

What we Do

Trek Wealth prioritizes planning. We offer independent advice and do not charge commissions for each transaction – we’re a fiduciary with your best interest at heart. Our financial planning services are straightforward in providing insight to hidden costs, how investments are structured, tax implications and the unique cost of risk.

Check out our Insights page for more valuable information. 

Read more about promoting financial wellness for your employees with corporate retirement plans

Learn five key financial planning strategies to consider as you approach retirement. 

Discover the six most important considerations to secure your future with estate planning.


Investment Management

We build individualized, custom portfolios to meet your goals and manage them for a lifetime.

Financial Planning

A comprehensive look at your total financial picture to create an overall plan that charts your course as you lead your bucket-list life.

Tax Planning

We examine opportunities to reduce tax impact in current and future years. Tax laws continually change making on-going planning necessary.

Retirement Planning

We determine the amount of wealth you will require for life’s journey and in retirement and carefully structure your portfolio to meet your needs.

Estate Planning Analysis

We help you plan for your financial future so you can protect your legacy – helping you carefully consider what to leave to heirs or charitable organizations, and how best to do it.

Corporate Retirement Plans

We partner with your management team to administer and manage retirement and 401K plans that support the needs of both your institution and your workforce to maximize tax efficiencies.

Risk Management

We guide our clients in developing contingency plans to be financially prepared for the unexpected.

The Trek Wealth difference

We are mentors who make moments that matter possible.

We guide in stride:

More than a financial advisor
We are collaborative and consultative. We teach and counsel families to provide financial clarity and align big dreams with realistic solutions that lead to an enriched life. We remove the emotion from the decisions and replace it with wisdom and common sense.

From peak to peak:

Planners with a perspective
Our point of view that life is about experiences, coupled with our passion for problem solving and planning, uniquely positions us to guide clients toward financial freedom and a purposeful and fulfilling life.
Reach the peak with Trek Financial Services

Leading the way:

A powerhouse team
We aren’t a big firm pushing a corporate agenda. Instead, we are a independent advisory firm with an experienced team that has access to sophisticated portfolio management strategies and powerful investment planning tools not available to the average advisor. But our true power comes from our commitment to our clients and each other.