One of the great benefits of working with Trails Edge Wealth Advisers is our ability to provide secure consolidated comprehensive reporting of all of your assets, regardless of where they are currently held, enabling you to truly manage your wealth in one place.

In addition, Trails Edge Wealth Advisers offers:

  • Customized investment portfolios
  • Unique investment strategies: equity, fixed income, private equity, hedge funds, structured notes, real estate opportunity zones, and other alternative investments
  • Transparent fee structures
  • Resources for insurance, retirement planning, and college savings
  • Flexible custody options

Truth and Transparency is our commitment to clients. As fiduciaries, Trails Edge Wealth Advisers always has the client’s interests first. We deliver highly customized portfolios and investment products emphasizing personal attention and relationships. Our sophisticated yet user friendly technology enables clients to view their entire financial portfolio in one simple place regardless of where these investments are located. A client’s full financial picture is fully accessible via our web portal or mobile app.