Purposeful Wealth Building, Right Here in Edina
Tax-smart wealth strategies for Edina business owners, multi-generational families, and legacy-minded retirees, from a firm based in the same neighborhood as you.
Purposeful Wealth Building, Right Here in Edina
Tax-smart wealth strategies for Edina business owners, multi-generational families, and legacy-minded retirees, from a firm based in the same neighborhood as you.
Purposeful Wealth Building, Right Here in Edina
Tax-smart wealth strategies for Edina business owners, multi-generational families, and legacy-minded retirees, from a firm based in the same neighborhood as you.
Local Roots, Real Stakes
We're not a satellite office. Trailhead is based right here in Edina, and that shapes how we work, not just where our office happens to sit. Minnesota's tax code has its own quirks, thresholds, and traps for families who assume the federal rules are the only rules. We catch those details because we live inside them, not because we read about them once in a national planning guide.
Local Roots, Real Stakes
We're not a satellite office. Trailhead is based right here in Edina, and that shapes how we work, not just where our office happens to sit. Minnesota's tax code has its own quirks, thresholds, and traps for families who assume the federal rules are the only rules. We catch those details because we live inside them, not because we read about them once in a national planning guide.
Local Roots, Real Stakes
We're not a satellite office. Trailhead is based right here in Edina, and that shapes how we work, not just where our office happens to sit. Minnesota's tax code has its own quirks, thresholds, and traps for families who assume the federal rules are the only rules. We catch those details because we live inside them, not because we read about them once in a national planning guide.
Why Edina Chooses Trailhead
We bring something different to wealth management, right in your backyard.
Based in Edina
We're not a firm that flew in for a conference. We live and work in the same neighborhoods as our clients.
Business Owner Expertise
Edina has one of the highest concentrations of business owners in the Twin Cities. Bill and Morgan lead this work specifically, so a sale or succession moves together with your personal wealth.
Minnesota Tax Complexity, Covered
Minnesota's estate tax threshold is well below the federal one, and it's just one of several state rules that catch families off guard. We build these into your plan and coordinate with your attorney and CPA on the rest.
A Local Network
Real relationships with the tax preparers, accountants, and estate attorneys other Edina business owners already trust.
Why Edina Chooses Trailhead
We bring something different to wealth management, right in your backyard.
Based in Edina
We're not a firm that flew in for a conference. We live and work in the same neighborhoods as our clients.
Business Owner Expertise
Edina has one of the highest concentrations of business owners in the Twin Cities. Bill and Morgan lead this work specifically, so a sale or succession moves together with your personal wealth.
Minnesota Tax Complexity, Covered
Minnesota's estate tax threshold is well below the federal one, and it's just one of several state rules that catch families off guard. We build these into your plan and coordinate with your attorney and CPA on the rest.
A Local Network
Real relationships with the tax preparers, accountants, and estate attorneys other Edina business owners already trust.
Why Edina Chooses Trailhead
We bring something different to wealth management, right in your backyard.
Based in Edina
We're not a firm that flew in for a conference. We live and work in the same neighborhoods as our clients.
Business Owner Expertise
Edina has one of the highest concentrations of business owners in the Twin Cities. Bill and Morgan lead this work specifically, so a sale or succession moves together with your personal wealth.
Minnesota Tax Complexity, Covered
Minnesota's estate tax threshold is well below the federal one, and it's just one of several state rules that catch families off guard. We build these into your plan and coordinate with your attorney and CPA on the rest.
A Local Network
Real relationships with the tax preparers, accountants, and estate attorneys other Edina business owners already trust.
Find Your Trail in Edina
Specialized guidance for your unique situation
Find Your Trail in Edina
Specialized guidance for your unique situation
Find Your Trail in Edina
Specialized guidance for your unique situation
Your Financial Trail Guides
One team, one purpose: helping retirees, entrepreneurs, and families build lasting wealth. As an independent, advisor-owned boutique firm, we stay small to deliver the dedicated attention your success deserves. This personal focus allows us to seamlessly integrate deep tax expertise into a financial strategy built entirely around you.
Your Financial Trail Guides
One team, one purpose: helping retirees, entrepreneurs, and families build lasting wealth. As an independent, advisor-owned boutique firm, we stay small to deliver the dedicated attention your success deserves. This personal focus allows us to seamlessly integrate deep tax expertise into a financial strategy built entirely around you.
Your Financial Trail Guides
One team, one purpose: helping retirees, entrepreneurs, and families build lasting wealth. As an independent, advisor-owned boutique firm, we stay small to deliver the dedicated attention your success deserves. This personal focus allows us to seamlessly integrate deep tax expertise into a financial strategy built entirely around you.
The Wealth Management Formula
We combine three powerful elements to build and protect your family's wealth.
Investment Consulting
Portfolios designed for multi-generational timelines and your family's unique goals.
Advanced Planning
Tax-efficient gifting, asset transfer, and protection strategies across generations.
Relationship Management
A dedicated team coordinating every aspect of your family's financial plan.
The Wealth Management Formula
We combine three powerful elements to build and protect your family's wealth.
Investment Consulting
Portfolios designed for multi-generational timelines and your family's unique goals.
Advanced Planning
Tax-efficient gifting, asset transfer, and protection strategies across generations.
Relationship Management
A dedicated team coordinating every aspect of your family's financial plan.
The Wealth Management Formula
We combine three powerful elements to build and protect your family's wealth.
Investment Consulting
Portfolios designed for multi-generational timelines and your family's unique goals.
Advanced Planning
Tax-efficient gifting, asset transfer, and protection strategies across generations.
Relationship Management
A dedicated team coordinating every aspect of your family's financial plan.
Take Your First Step
If you're in Edina and thinking about a business transition, a retirement, or just want a second look at a plan that hasn't been touched in years, we're a short drive away.
Take Your First Step
If you're in Edina and thinking about a business transition, a retirement, or just want a second look at a plan that hasn't been touched in years, we're a short drive away.
Take Your First Step
If you're in Edina and thinking about a business transition, a retirement, or just want a second look at a plan that hasn't been touched in years, we're a short drive away.