Our Response to COVID-19

For the safety of our team and clients, and in keeping with CO State regulations, some of our office is now operating from remote locations with full access to our phones and computers.

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.

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

Employment & Relief Resources

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

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

Feed the Frontlines Boulder

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