Trail Ridge Wealth Management

Why TRAIL RIDGE? What makes us unique among wealth management firms? Trail Ridge Wealth Management is owned by its employees, so each member of our skilled team is personally invested in your financial success. Our mission is this: We will deliver an unmatched wealth management experience through proactive advice, responsiveness, trustworthiness, and personal attention at a reasonable cost, thereby changing how people relate to their money and bettering their lives. We fulfill this mission by putting into action our four simple, common sense core values. We will: Proactively Give You Sound Financial Advice We get to know you. We listen. We learn what is important to you and what you want to achieve in your life. We then develop a plan to help you get there, and carry it out with you. ​ Communicate with You Good relationships depend on good communication. Responding promptly and keeping you informed are critical to earning your trust. Keeping in touch helps us understand what’s changed, so we can serve you better. Act Only in Your Best Interests We are a fiduciary, which means that we are bound by a legal and ethical duty of loyalty to you. You expect and deserve nothing less. Keep it Clear and Simple Financial matters can be complicated. We make the complex understandable. The more you understand, the more confidence and comfort you will have in your financial life. 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

Address: 155 E. Boardwalk Dr. Suite 400, Fort Collins, CO 80525, USA

Phone: +1 970 305 5150
FAX: +1 970 305 4940