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  • Team
    • Who We Are
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    • What We Do
    • The Trek Wealth Difference
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    • North Little Rock, AR
    • Rogers, AR
    • Scottsdale, AZ
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    • Bucket List Living
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    • How We Work Together
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Tag: power of attorney

Estate Planning: 6 Important Considerations in Planning for Your Future 

Estate Planning for Families

To ensure that your assets are managed and distributed according to your wishes in the event of incapacity or death, it is essential to include estate planning as a part of your financial planning.

Life is an incredible journey. Let's plan for it today.

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About

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.
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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.®

Contact Information

  • Toll free: 844-744-TREK
  • 5320 Northshore Drive,
    North Little Rock, Arkansas 72118
    501-333-9030
  • 903 N. 47th Street, Suite 101
    Rogers, AR 72756
    479-335-5102
  • 7047 E Greenway Pkwy, Suite 250
    Scottsdale, AZ 85254
    480-602-3665