Wealth Management & Financial Planning

Wealth Management






At Trubee Wealth Advisors, we recognize each client deserves personal attention. We take our time, with face-to-face meetings, to delve into your unique situation and to understand the complexities that shape your financial landscape.

How We Do It

Collect Information & Set Goals

Discuss & define objectives

Assess and analyze present financial situation

Evaluate time frame and risk tolerance for investments

Create the Strategy

Develop & review personalized plan with allocation recommendations

Discuss and apply portfolio strategies

Plan into Action

Establish a timeline for both financial goals and investment strategies

Merge assets and implement the investment plan in a tax efficient manner

Coordinate with legal and accounting professionals as required

Evaluate & Oversee

Establish regular reviews

Recommend adjustments to the investment strategy and portfolio

Ensure appropriate long term plans via periodic risk assessments and rebalancing

Financial Planning 

Creating a roadmap to achieve one's financial goals. It involves assessing one's current financial situation, identifying financial goals, and creating a plan to achieve those goals. Financial planning includes creating a budget, investing, saving for retirement and protecting one's assets through insurance.


Investing in stocks, bonds, ETFs and mutual funds can help grow wealth over time. It is important to consider risk tolerance, time horizon, and investment goals when choosing investments.


Another critical component of financial planning. This involves setting aside money for retirement through a 401(k), IRA, or other retirement account. By starting early and consistently contributing to retirement accounts, one increases the likelihood of meeting retirement savings goals.


A budget helps to track income and expenses and identify areas where one can save money or invest more to achieve their future goals. 


Protecting one's assets through insurance is an important part of financial planning. This can include health insurance, life insurance, and disability insurance. These types of insurance can help protect one's financial future in the event of an unexpected illness or injury.

More Info

Ready to take the first step? Contact us today to get started.