A Strategic Relationship with Fidelity Investments®

At Trail Ridge Wealth Management, we know the value of trust, stability, and consistency.  We have developed a strategic relationship with Fidelity Investments, one of the world’s foremost financial services companies, to complement the deep knowledge and experience of our team and to support our firm’s mission.


•  Fidelity Investments® is one of the world’s largest providers of financial services.  Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms.  For more information about Fidelity Investments, visit Fidelity.com.


•  Fidelity Clearing & Custody SolutionsSM is a service provider to Trail Ridge Wealth Management.  Fidelity Clearing & Custody Solutions provides a comprehensive clearing and custody platform, brokerage services, trading capabilities, and practice management and consulting to registered investment advisors (RIAs), including strategic acquirers and professional asset managers, as well as retirement recordkeepers, broker-dealer firms, banks, and insurance companies through National Financial Services LLC (NFS) or Fidelity Brokerage Services LLC, Members NYSE, SIPC.  In addition to providing services to third-party institutions, the NFS brokerage platform supports all the clearing and custody business at Fidelity, including Fidelity’s retail and capital markets businesses, bringing NFS assets under administration to $3.1 trillion.  Working with Fidelity Clearing & Custody Solutions gives Trail Ridge Wealth Management access to a wide range of products and services that can help us serve the needs of our clients.

Our Firm and Fidelity



Fidelity Investments is an independent company, unaffiliated with Trail Ridge Wealth Management. Fidelity Investments is a service provider to Trail Ridge Wealth Management. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Trail Ridge Wealth Management and does not guarantee or assume any responsibility for its content.


Fidelity Investments is a registered trademark of FMR LLC.


Fidelity Clearing & Custody SolutionsSM provides clearing, custody, and other brokerage services through National Financial LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.



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© 2022 Trail Ridge Wealth Management, Inc.

Trail Ridge Wealth Management, Inc., offers wealth management services through two subsidiary companies: Trail Ridge Investment Advisors, LLC (“TRIA”), an SEC registered investment adviser, provides financial planning and investment management services, and Trail Ridge Trust Company, LLC, which operates under a trust company charter granted by the Wyoming Division of Banking, provides trust, estate, and other fiduciary services. TRIA may only conduct business with residents of the states and jurisdictions in which it is properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site may be available in every state or through every advisor listed.