Our Story
Trails Edge Wealth was founded in 2020 with a simple yet powerful mission: to provide sophisticated wealth management services typically reserved for institutional investors to affluent individuals and families.
Our name reflects our philosophy – we believe that building wealth is a journey, and like skilled trail guides, we help our clients navigate the complex terrain of financial markets, tax regulations, and life transitions.
What sets us apart is our commitment to the fiduciary standard, meaning we are legally and ethically bound to put your interests first. This foundation of trust, combined with our boutique approach and institutional-quality resources, has enabled us to build lasting relationships with clients across multiple generations.