Our profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. We help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how we can help you move closer to your financial goals.


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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, 2020-2026
  • Trosclair Wealth Management, Ameriprise Client Experience Award, 2023-2025

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.