Trailhead Wealth Management

Our Response to COVID-19

The ever-evolving situation surrounding COVID-19 means that we are continuing to adapt our operations to ensure the safety of our clients, our team, and to adhere to local policy.

We are currently operating with limited staff in the office, and most team members continue to work remotely. 

We appreciate your understanding as we work through these adjustments to our daily operations, and look forward to continuing to serve you through these circumstances.

Office Updates:

  • Pick-up & Drop-off times for paperwork or other items is during the hours of 10am-3pm on Mondays and Wednesdays so that we can ensure we have a team member available to assist you
  • When possible, we ask that you please let us know ahead of time if you plan on stopping by the office during those time frames
  • Due to limited staff, the front desk may not always be occupied, however we do have a new bell available to ring for assistance
  • We ask that you wear a mask when entering our building and our office in adherence with Boulder County and the City of Louisville’s guidelines
• We routinely disinfect high-touch areas and have hand sanitizer available


Below are links to helpful resources you may need during the COVID-19 pandemic.

Employment, Business, & Relief Resources

Chamber Business Forums 
Forums on operating within public health guidelines for each business industry 

Payroll Protection Program
 
For small business owners looking for help with their operational expenses.

Unemployment Programs 
Includes information on each state's unemployment program, as well as COVID FAQ's

Student Loans 
Coronavirus and forbearance information

Coronavirus Tax Relief 
Tax information from the IRS on the impacts of COVID-19

Stay Informed

Colorado's COVID-19 Website  
Information on the Governor's orders and state regulations

Boulder County's COVID-19 Website 
Information on Boulder County's public health data



Black Swan Events 
Article on similar historic events, and their impact on the markets and the world
*Source: Visual Capitalist

History of Pandemics 
An interesting infographic updated often with current numbers
*Source: Visual Capitalist

Organizations We Support

Organizations who are working to combat the COVID-19 crisis in our area

COVID-19 Response Fund
  

Impact on Education 
Please note that we are not responsible for the information contained on the listed web sites. These sites are provided to you for information purposes only.
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The Trailhead Wealth Management team has set out to create a new standard in the financial services industry focusing on high-quality client service, knowledgeable advice from experienced & reliable advisors, and simple, easy-to-understand plans that help our clients reach their financial goals.

We are here to educate you about the basic concepts of investment planning, to help you learn more about who we are, and to give you easy access to relevant market & financial information.

On our website you will find a wealth of information about our capabilities, and how we can guide you on your journey to reaching your financial goals. In addition, our site offers a wide variety of useful information, including calculators, articles, a portfolio tracker, access to Wells Fargo Advisors Online, and much more.


*Team Photos & Individual Headshots provided by Caroline Colvin Photography