What We Do

Your wealth management journey starts with an individually designed financial roadmap.  You set the destination and we will help you chart the best course to get there. Then, as we put your plan into action, we will meet with you throughout the years to make sure it remains relevant, stays on track, and accommodates any unforeseen twists or bumps along the way.

 

  • Financial Planning

We help you identify, prioritize, and strive for your personal financial goals through a planning process that covers all aspects of your financial life.1  We want you to “gain clarity of purpose and the freedom of living as fully as possible without the headache of complexity and the heartache of uncertainty.”2 

 

  • Investment Management

Once your goals are articulated in your financial plan, we craft an investment strategy to meet them.3  We strive to minimize the cost of pursuing above-market returns4 and consider the tax consequences of our investment decisions.

 
  • Trust and Estate Services

We help you realize the legacy you define in your financial plan and estate planning documents. As trustee of a trust you create for your loved ones or to support charitable causes near to your heart, we will maintain fidelity to your intentions, even across many years or generations.5

 

 

 

  1. Financial planning services are provided by Trail Ridge Investment Advisors, LLC, a subsidiary of Trail Ridge Wealth Management, Inc.
  2. George Kinder, The Kinder Institute.
  3. Discretionary investment management services are provided by Trail Ridge Investment Advisors, LLC, a subsidiary of Trail Ridge Wealth Management, Inc., and registered investment adviser. The content presented is for educational purposes only and may not be construed as investment advice.
  4. Investment results, including outperforming the market, are not guaranteed. While our investment strategies may outperform a relevant index from time to time, recurring or consistent outperformance should not be expected.
  5. Trust and estate and other fiduciary services are provided by Trail Ridge Trust Company, LLC, a subsidiary of Trail Ridge Wealth Management, Inc.  Trail Ridge Trust Company, LLC, operates under a trust company charter granted by the Wyoming Division of Banking.

 

 

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