What We Do

Your wealth management journey starts with an individually designed financial roadmap.  You set the destination and we help you chart the best course to get there. Then, as we put your plan into action, we 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

 

Trail Ridge Wealth Management has developed a relationship with Fidelity Investments®, one of the world’s foremost financial services companies, to serve as an asset custodian and to provide other services.  Click here to learn more.

 

  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.

 

 

WARRANTIES & DISCLAIMERS

No warranties are implied.

Trail Ridge Investment Advisors, LLC (“TRIA”) is a registered investment adviser with its main office located in Fort Collins, Colorado. TRIA may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to TRIA’s advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of this website on the internet should not be construed by any consumer and/or prospective client as TRIA’s solicitation to effect, or attempt to effect, transactions in securities or the rendering of personalized investment advice for compensation over the internet. Any subsequent, direct communication by TRIA with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of TRIA, please contact the state securities regulators for those states in which TRIA maintains a registration filing. A copy of TRIA’s current written disclosure statement discussing the firm’s business operations, services, and fees is available at the SEC’s investment adviser public information website, www.adviserinfo.sec.gov, or from TRIA upon written request. TRIA does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to this website or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.

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© 2018 Trail Ridge Wealth Management, Inc.

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