Team profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

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Areas of focus

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

Awards & recognition

  • Trosclair Wealth Management, Forbes Best-in-State Wealth Management Teams, 2025-2026
  • Ray Trosclair, Forbes Best-in-State Wealth Advisors, 2020-2025
  • Trosclair Wealth Management, Ameriprise Client Experience Award, 2023-2024

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!

Honored to be recognized in Forbes

We’ve got some exciting news to share: Trosclair Wealth Management has been named to the 2026 Forbes Best-in-State Wealth Management Teams list. All of us at Trosclair Wealth Management couldn’t be prouder, as this achievement reflects our shared commitment to making a difference in our clients’ lives through a truly personalized experience. A sincere thank you to our clients for your continued trust and to Forbes for the recognition.

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