The Trailhead Process

No matter what stage of life you are in, it is important to be prepared for what your future may hold.
Our process can help you foresee financial circumstances down the road, and suggest the best strategies to use in preparing for what lies ahead. 

Our wealth management process includes a wide array of services that come together to create a comprehensive plan. 

We begin with a deep understanding of your financial priorities, and then assist you with the appropriate investment plan and products to help you achieve your goals. 


  • Retirement Planning - We provide help in making the most of your employer-sponsored retirement plans and IRAs, in determining how much you need to retire comfortably, as well as help in managing assets before and during retirement.

  • Tax Management* - Help in making sure your portfolio is tax-efficient by developing tax-efficient investment strategies, and referring you to qualified tax specialists.

  • Estate Planning* - We work with estate-planning and trust specialists to help review your wills and trusts, preserve your estate for your intended heirs, establish beneficiary designations, reduce potential exposure to estate taxes and probate costs, and coordinate with your tax and legal advisors.

  • Education Funding - Recommend investment and accumulation strategies to help you pay for your children's education.

  • Risk Management & Insurance** - We will review existing insurance policies to ensure the best possible coverage for your needs.

  • Investments - We determine your asset-allocation needs, help you understand your risk tolerance, and recommend the appropriate investment vehicles to help you reach your goals.

  • Employee & Executive Benefits - We help your business attract and retain qualified employees through benefit packages.

Second Opinion

In this ever-changing economy, you probably know a friend, family member or colleague who may be in a complex situation or just unhappy with the advice from his or her financial advisor—it’s not uncommon. We believe that many high-net-worth investors would value a second opinion on their finances.

Click here to learn more about the Second Opinion Service we provide for the friends, family, and associates of our clients.
*Trailhead Wealth Management, LLC and Wells Fargo Advisors Financial Network do not provide tax or legal advice. Please consult with your tax and legal advisors before taking any action that may have tax consequences.

**Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
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Contact Us

Please feel free to contact us with any questions or to schedule a meeting to discuss your financial future.