trellawealth

We are a financial planning and wealth management firm that helps working professionals take control of their money so they can focus on their careers and families. Our clients are between 35 and 55. Have successful careers and families that both demand a lot of time. Our role is to help ensure their money is working for them by maximizing their employer benefits, stock compensation, investments, and minimizing taxes. Our clients have a lot of demands through work so are looking for a trusted advisor who will help ensure their money is advancing them towards their goals of financial independence.