Trek Wealth Planning, LLC is a comprehensive financial planning and wealth management firm founded to guide clients toward financial independence. As a fee-only firm, they operate on a fiduciary standard, meaning they are legally obligated to act in their clients' best interests, avoiding conflicts of interest that can arise from commission-based compensation. Their services encompass retirement planning, investment management, tax strategies, and estate planning, tailored to the unique goals of each client. The firm emphasizes a collaborative, long-term approach to help individuals and families navigate complex financial decisions and build a secure future.

Founded in

United States