How we work

The Trosclair Confident Wealth Promise

In an industry full of flashy salesmen and investment gurus using hyperbole and questionable tactics, we strive to be different. We are committed to building long-lasting client relationships, where your needs come before our interests.

As financial advisors, we approach client decisions and interactions with:

· Transparency - We strive to clearly explain every step of our process, recommendation, and decision that impacts our clients.

· Authenticity - Our clients are not numbers, our clients are people, and we’re committed to treating them as such.

· Integrity - We put our clients' interests first and are committed to providing the greatest quality of service and exemplify the highest levels of integrity.

Feel more confident planning for your financial future.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Insurance
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Family Finances

Community participation

Tim Tebow Foundation Night To Shine Event--We enjoyed every second serving these kings and queens!
Tim Tebow Foundation Night To Shine Event--We enjoyed every second serving these kings and queens!

Working with us

Special Needs Trust Planning

Helping you and your loved ones live the best life possible after medical malpractice.

You don't have to go it alone. The transition of life after medical malpractice can be one of the hardest things families and caregivers can face. Planning, coordinating care and making sure that you and your loved ones will be taken care of for the long-term can be impersonal and leave you feeling powerless, frustrated, angry and confused. We believe that after all you and your loved ones have been through, the process and transition should never be that hard.

Having family members with disabilities requires lifelong planning that might not be easily addressed by typical financial planning advice. Our Special Needs Trust Planning group works directly with trustees, case managers and attorneys to help take away the stress and confusion of the transition after malpractice, giving you and your loved ones the clarity, direction and peace you need to live a fulfilling life.

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