It's never too early to find your path towards financial freedom.
We can help you get there.
The Three Sisters, Canadian Rockies, Alberta
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.
We promise to be there for you when you need us.
We are a small practice by design. As a result, our team knows each and every one of our clients so when you reach out to us, we can quickly be up to speed and ready to assist. When money is involved, we know our clients appreciate both a quick response and answers that are accurate and easy to understand. Our goal is to provide excellent customer service and we leverage the many resources at our disposal to work towards providing the best experience for you.
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.
We are proud to be an LGBTQ+ friendly business.