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Trail Ridge Wealth Management
Financial Services
Fort Collins, Colorado 162 followers
Take the High Road on Your Financial Journey
About us
Trail Ridge Wealth Management is unique among wealth management firms: owned by its employees, each member of our talented team is personally invested in your financial success. Our mission is this: We will deliver an unmatched wealth management experience through proactive advice, responsiveness, trustworthiness, and personal attention at a reasonable cost, thereby changing how people relate to their money and bettering their lives. Your wealth management journey starts with an individually designed financial roadmap. You set the destination and we will help you chart the best course to get there. Then, as we put your plan into action, we will meet with you throughout the years to make sure it remains relevant, stays on track, and accommodates any unforeseen twists or bumps along the way. Financial planning and discretionary investment management services are provided by Trail Ridge Investment Advisors, LLC, a subsidiary of Trail Ridge Wealth Management, Inc., and an SEC-registered investment adviser. The content presented is for informational or educational purposes only and may not be construed as investment advice. Trust, estate, and other fiduciary services are provided by Trail Ridge Trust Company, LLC, a subsidiary of Trail Ridge Wealth Management, Inc., which operates under a trust company charter granted by the Wyoming Division of Banking. Information provided by any officers or employees of Trail Ridge Wealth Management or its subsidiaries is not intended to constitute, and may not be construed as, legal advice. No attorney-client relationship is created or implied. Please consult your attorney for legal advice regarding your individual situation.
- Website
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http://www.trailridgewm.com
External link for Trail Ridge Wealth Management
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Fort Collins, Colorado
- Type
- Privately Held
- Founded
- 2017
- Specialties
- Investment Management, Wealth Planning, Estate Planning, Financial Planning, and Trust Services
Locations
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Primary
2020 Caribou Dr
Suite 102
Fort Collins, Colorado 80525, US
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7887 East Belleview Avenue
Suite 1100
Denver, CO 80111, US
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1623 Central Avenue
Suite 208
Cheyenne, WY 82001, US
Employees at Trail Ridge Wealth Management
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Mark Kerwood, CFA
Innovating Investments and Driving Financial Performance at Trail Ridge Wealth Management
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Marie Pascell
Director Client Service and Operations at Trail Ridge Wealth Management
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Jennifer C. Sherman
Director, Trust Services and Planning at Trail Ridge Wealth Management
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Andrew Trigg, B.S.
Financial Planner and Registered Investment Advisor Representative
Updates
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"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt. #LifeInsurance
Preparing for the Expected
trailridgewm.com
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Many parents of children with disabilities choose to establish a special needs trust. This can help provide financial support for the child long after the parents or guardian has passed away.
SECURE Act 2.0 Includes New Provision On Special Needs Trusts
trailridgewm.com
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Many parents of children with disabilities choose to establish a special needs trust. This can help provide financial support for the child long after the parents or guardian has passed away.
SECURE Act 2.0 Includes New Provision On Special Needs Trusts
trailridgewm.com
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What's better—a 30-year or 15-year fixed-rate home mortgage? The answer may surprise you.
Comparing Mortgage Terms
trailridgewm.com
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The stock market saw solid gains this quarter, with AI news, soft landing signs, and dovish comments from the Fed fueling investor confidence. #StockMarket #Investing #Finance #Economy #Q1Update https://lnkd.in/gQY4eVCq
Quarterly Market Insights | Q1 2024
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You may not be able to stop #floods from wreaking havoc, but #insurance can manage some of the financial loss.
Protecting Your Home Against Flood Loss
trailridgewm.com
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What would happen to your loved ones if you were gone? Make financial preparations today.
Variable Universal Life Insurance
trailridgewm.com
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Social host laws may make you responsible for underage drinking in your home, even if you are away.
Teen Drinking and Your Liability
trailridgewm.com
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You are unique. Your goals and needs should be the basis of any financial strategy you follow. #WholeLifeInsurance
A Look at Whole Life Insurance
trailridgewm.com