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 in Edina, and that shapes how we work. Minnesota has its own estate tax, with a lower threshold than the federal one, and it changes the math for a lot of families here who assume they're covered because they're under the federal number.
Local Roots, Real Stakes
We're not a satellite office. Trailhead is based in Edina, and that shapes how we work. Minnesota has its own estate tax, with a lower threshold than the federal one, and it changes the math for a lot of families here who assume they're covered because they're under the federal number.
Local Roots, Real Stakes
We're not a satellite office. Trailhead is based in Edina, and that shapes how we work. Minnesota has its own estate tax, with a lower threshold than the federal one, and it changes the math for a lot of families here who assume they're covered because they're under the federal number.
Why Edina Chooses Trailhead
We bring something different to wealth management, right in your backyard.
Based in Edina
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 Estate Tax Specialists
A lower threshold than the federal tax catches families off guard. We plan around it before it becomes a problem.
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
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 Estate Tax Specialists
A lower threshold than the federal tax catches families off guard. We plan around it before it becomes a problem.
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
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 Estate Tax Specialists
A lower threshold than the federal tax catches families off guard. We plan around it before it becomes a problem.
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.