Strategy + Action

Aligning Our Process with Your Goals

Tailored advice for those seeking financial independence, wealth resilience, and a lasting legacy.

At Trost Wealth Management, our process is shaped around the people we serve — we personalize our services, strategy, and support to align them with your financial goals. Everything about you is unique, and your financial strategy should be too.






We’ve refined an approach that helps us get to know one another from the very first conversation — ensuring that our team can provide meaningful, actionable advice from the start.






What to Expect in Our First Meeting

We believe in getting to know you — beyond the details of your portfolio. What drives you? What lights you up? What keeps you up at night? What do you dream about experiencing or achieving?  We ask questions — and we listen. We get to know you as a person, not just a client, so we can truly align your wealth management strategy with your life’s journey.

We’ll also share who we are as a firm, how our team approaches planning, and what to expect in terms of the advice, execution, and ongoing support.

Once we’ve mutually determined that we’re a good fit, we’ll plan additional meetings to gather more insights to help us create and implement your personalized strategies.



Our Planning Process

1  -  We review details from our initial conversations and help you articulate your personal and financial goals.  We outline expectations, request a comprehensive list of financial and legal documents, evaluate cash flow needs, and discuss potential risks.  Finally, we ask lots of follow-up questions to make sure we fully understand your current situation and goals.    

2  -  With all the essential information now in hand, we begin to organize and analyze, looking specifically for opportunities to manage risk and improve results.

3  -  Afterward, we’ll come back to you with a plan of action items — for today, tomorrow, and the coming years.  Your comprehensive plan may include recommendations related to your investments, cash flow, tax planning, estate planning, liability management, asset protection options, and more.    

4  -  Beyond that, you can expect us to remain focused on you, keeping close tabs on the progress we’ve made and staying flexible as your life plans evolve with changes in your circumstances or the world around us.

Financial success and lasting legacy may look different for each of us — whether it’s an early retirement, a second home, passing on generational land or a family business, or setting aside funds for your grandchildren to attend college. Our greatest reward lies in helping you explore, clarify, and achieve your financial goals so you can experience the life you deserve.