Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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Team photo for Inclusive Wealth Management
Team photo for Inclusive Wealth Management

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Our advisors

Advisor photo for Tre Carruthers

Tre Carruthers

CRPC, APMA®

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Tre Carruthers
Advisor photo for Winston T Trotter III

Winston T Trotter III

APMA®

Financial Advisor

Investment Specialist
Learn more about Winston T Trotter III
Advisor photo for Khadia Michel

Khadia Michel

CFP®, CRPC

Financial Advisor

Financial Planning Specialist
Learn more about Khadia Michel


Our team

Louisa Pena

Louisa Pena

Operations Director

Jackie Robinson

Client Relationship Manager