The Trek Wealth team — and each of our families — independently embrace bucket list living. We believe in planning for an adventurous life and a retirement that offers peace of mind.”
Your Financial Advisors in North Little Rock and Rogers, AR and Scottsdale, AZ
Your guide to enjoying the vistas along life’s trek.
Trek Wealth’s ascent has been a winding path unique to each leader forged from a single, heartfelt belief: Life is about cherishing the experiences along the way and the right financial advisor can be your guide. That philosophy is the foundation that shaped the firm’s mission – to provide balanced financial solutions that empower people to do more, go further and appreciate life’s journey. Balance is integral to this team of diligent and realistic planners who recognize crafting a portfolio that prepares you for retirement is equally critical.
How do we do it? By first listening intently to you. By building trusted relationships and uncovering what’s truly worthy in your life. By being 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. You see, it’s about the timing, and ensuring your hard-earned dollars are working optimally for you at all times. Trek Wealth builds customized financial road maps dedicated to what’s most important as your life unfolds – and into retirement.
Why does Trek Embrace Bucket List Living?
It Started with Company Founder Bill Sowell.
Being in the financial services industry for more than 30 years, I have worked with people every day to help them achieve what’s important. One thing I have always encouraged my clients to do is enjoy life along the way. It’s so easy to have a single focus – like building a retirement nest egg – that people often fail to enjoy the things that bring joy to their lives in the now. I believe that while we have our health and the ability, we should enjoy the fruits of our labors. That’s where “Bucket List Living” comes in. We all have things we dream about doing and we can make a list and check them off one by one. We can enjoy life today AND save for the future, but it requires a plan and discipline.”
Who We Are
Meet the Team
Kaitlyn Laney, CFP®️
Bob Taylor, AAMS®️ AIF®️
Tonya McKaughan, AIF®️
Financial & Estate Planning
Carl Irico, CFP®️
Miki Morrow, CPA
Trek Wealth works hand-in-hand with the Little Rock, Arkansas powerhouse financial team at Sowell Management. Sowell Management is both a Forbes and Barrons* top 100 RIA and was founded in 2001 on the principles of fee-based fiduciary investing. Behind the scenes, Sowell Management provides Trek Wealth access to leading technology and portfolio management. Because of its diversity of services and nationwide client base, Trek Wealth has a solid and trusted partner.
Through our relationship with Sowell Management, Trek Wealth has direct access to the largest custodians in the nation: Fidelity, Schwab and TD Ameritrade. These are the financial institutions with regulatory responsibilities for an investor’s securities. Investments of Trek Wealth are placed in custody with them to handle the execution, clearance and settlement of transactions. You’ll have direct access to funds that are held with our custodians – always.
Who We Are Here For
Roots in Central Arkansas and a nationwide focus.
Based in Arkansas, Trek Wealth serves clients across the country. The significant growth in the northwest region of its home state – the Fayetteville, Rogers and Bentonville areas – has made that an additional point of focus for our growing firm. With a new office in Rogers, Arkansas, the career executives, small business owners and professionals looking for a financial advisor who is there for your journey are right around the corner.
We are energized by making your dreams a reality.”
Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client, nor are they representative of any one client’s evaluation. Generally, rankings and recognition are based on information prepared and submitted by the advisor. No fee was paid for consideration of this award and consideration for the Forbes 2022 Top 100 RIAs was conducted by interview on June 29, 2022. The report was published in October, 2022. Regulatory assets under management are assets where Sowell provides continuous and regular supervisory or management services to client portfolios. Assets under administration is a measure of the total assets for which Sowell provides administrative services.