Take the First Step
Trailhead provides personalized tax strategy and wealth management through a dedicated team approach, designed to align with your goals and grow with your life.
Take the First Step
Trailhead provides personalized tax strategy and wealth management through a dedicated team approach, designed to align with your goals and grow with your life.
Take the First Step
Trailhead provides personalized tax strategy and wealth management through a dedicated team approach, designed to align with your goals and grow with your life.
Who We Guide
We work with a small number of clients across three areas of focus.
Young Professionals
Building real wealth during your highest-earning years.
Entrepreneurs
Growing your business while building family wealth and security.
Legacy Focused Retirees
Preserving wealth and creating a lasting legacy for the people you love.
Who We Guide
We work with a small number of clients across three areas of focus.
Young Professionals
Building real wealth during your highest-earning years.
Entrepreneurs
Growing your business while building family wealth and security.
Legacy Focused Retirees
Preserving wealth and creating a lasting legacy for the people you love.
Who We Guide
We work with a small number of clients across three areas of focus.
Young Professionals
Building real wealth during your highest-earning years.
Entrepreneurs
Growing your business while building family wealth and security.
Legacy Focused Retirees
Preserving wealth and creating a lasting legacy for the people you love.
What Happens Next
A simple process designed to help us understand your goals and find the right path forward.
1. Exploratory Call
2. Discovery Meeting
3. Your Initial Findings
4. Mutual Commitment Meeting
What Happens Next
A simple process designed to help us understand your goals and find the right path forward.
1. Exploratory Call
2. Discovery Meeting
3. Your Initial Findings
4. Mutual Commitment Meeting
What Happens Next
A simple process designed to help us understand your goals and find the right path forward.
1. Exploratory Call
2. Discovery Meeting
3. Your Initial Findings
4. Mutual Commitment Meeting
Schedule Your Exploratory Call
Pick a time that works for you and we'll take it from there.
Schedule Your Exploratory Call
Pick a time that works for you and we'll take it from there.
Schedule Your Exploratory Call
Pick a time that works for you and we'll take it from there.
Frequently Asked Questions
Do I need a minimum amount to work with Trailhead?
We work with clients at different stages of wealth. The most important thing is that we're the right fit for each other.
How does Trailhead charge for services?
Our wealth management fees are based on a percentage of assets we manage. We're fully transparent with our pricing and happy to walk through it on our first call.
Can you work with people outside of Minnesota?
Yes. While we're based in the western suburbs of Minneapolis, we work with clients across the country.
What makes Trailhead different from other advisors?
We keep our client family small on purpose. That means you get a dedicated team with deep tax expertise who actually knows your name and your goals.
Frequently Asked Questions
Do I need a minimum amount to work with Trailhead?
We work with clients at different stages of wealth. The most important thing is that we're the right fit for each other.
How does Trailhead charge for services?
Our wealth management fees are based on a percentage of assets we manage. We're fully transparent with our pricing and happy to walk through it on our first call.
Can you work with people outside of Minnesota?
Yes. While we're based in the western suburbs of Minneapolis, we work with clients across the country.
What makes Trailhead different from other advisors?
We keep our client family small on purpose. That means you get a dedicated team with deep tax expertise who actually knows your name and your goals.
Frequently Asked Questions
Do I need a minimum amount to work with Trailhead?
We work with clients at different stages of wealth. The most important thing is that we're the right fit for each other.
How does Trailhead charge for services?
Our wealth management fees are based on a percentage of assets we manage. We're fully transparent with our pricing and happy to walk through it on our first call.
Can you work with people outside of Minnesota?
Yes. While we're based in the western suburbs of Minneapolis, we work with clients across the country.
What makes Trailhead different from other advisors?
We keep our client family small on purpose. That means you get a dedicated team with deep tax expertise who actually knows your name and your goals.