COVID-19 Policies & Procedures

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

In the Office:

  • As of September 3rd - In accordance with current Boulder County mandates, we do require a mask when visiting our office, regardless of vaccination status. Thank you for understanding.
  • Due to limited staff in-office, the front desk may not always be occupied, however we do have a bell available to ring for assistance.
  • We routinely disinfect high-touch areas and have hand sanitizer available.
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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