Trailhead Financial – Home

The Three Sisters, Canadian Rockies, Alberta



Our Purpose

The Trailhead Financial team is here to help you pursue your financial dreams. In some cases, our task is to take over the role of investment manager so our clients can focus their time on other important goals. In other cases, we are educators; teaching the ins and outs of financial health, clarifying what to prioritize, and helping to implement successful strategies to work towards achieving both short- and long-term goals. Whether it be financial planning, investment management, or a combination of both, we strive to give our clients the confidence that they are in good hands. 

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Our Process

Your first meeting with a Trailhead Financial advisor has no cost or obligation. The objective is for you to get to know us and vice versa, for us to understand what you are looking for in a financial advisor and to ensure that we are a good fit. This meeting includes a full review of our services as pertains to your needs, our compensation structure, and an optional review of your investment accounts. We are able to meet in any of our three office locations (in Agawam and Lee, Massachusetts, and Windsor, Connecticut) or by phone for clients who are unable to travel or are located out of state. 


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lgbt  We are proud to be an LGBTQ+ friendly business.