An Ideal Quality of Life

History

Having “grown up” in bank and trust company environments, we embarked upon a new journey in 2005 when we chose to move from J.P. Morgan and join Smith Barney; our path changed again when Morgan Stanley and Smith Barney merged in early 2012.

In November of 2012, our journey took another turn as we launched our own business: Trailhead Wealth Management, LLC. Trailhead is a private investment and wealth management practice located in charming downtown Louisville, CO. Since then, we have grown our professional family to include many talented and wonderful people that are passionate about what we do, and believe that our mission of an ideal quality of life should ring true for our clients and team alike.

The name Trailhead has great importance to us as it signifies the beginning of adventure! As the famous expression states, “Life is a journey, not a destination” - Ralph Waldo Emerson; in our many years of combined experience in the financial services industry, we have witnessed this truism from a front row seat. We have navigated the difficult terrain, faced the unforeseen challenges, enjoyed the life-affirming sights along the way, and found our way home. (Perhaps we’ve even gotten lost a time or two along the way…)

We created our mission statement as a reminder of Emerson’s poignant message: to help our clients achieve their ideal quality of life. Wherever you are on your life’s “hike,” we’ve probably seen the trail, and we are here to help you along your way to make it as enjoyable as possible.

 

Who We Are

The Trailhead 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 to help our clients reach their financial goals.

Our Team is comprised of passionate & experienced professionals who take pride in their work, and truly care about our clients' well-being. Our experience ranges from investment & portfolio management, to education, retirement, and insurance planning.

Service, Advice, and Simplicity are the centerpieces of everything we do. We believe that client interests come before our own, comprehensive wealth management begins with a plan, that the simplest strategy may often be the best, and that transparency is essential.

Join us as we enjoy the journey!