do life on your terms With Financial Confidence

Managing your finances & reaching your goals doesn’t have to be expensive or complicated. Get pointed in the right direction today.

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Collaborative Planning

This isn’t about forcing you into a financial plan. It’s about creating a financial plan together that fits into your life and goals.

Clear Communication

We’re on the same side of the table in this process. Together we will find the intersection of your goals and our advice.

 

Cost Transparency

We pride ourselves on below-average fees and clear understanding of what you’re paying.

OUR APPROACH

Troutman Wealth takes a human approach to the financial planning process. Before any number crunching… before any planning… before any investing… there’s you. Our mission starts by understanding who you are, where you’re at, and where you’d like to be. What matters most to you? What are your current concerns and pain points? What does wealth accumulation mean to you? What are your primary beliefs and values when it comes to money and investing?

No amount of planning or money matters if it’s not tied to who you are and what you want. You only get one time around this ride we call life. We have a passion for helping people make the most of their time through wealth accumulation and management. 

Living your best life requires an intentional plan. Let us build your blueprint.

WHO WE SERVE

With 35 years of combined industry experience, Troutman Wealth has the expertise to help a wide array of clients. Regardless of the type of client we’re serving, our core values are constant. Integrity, fairness, empathy, clarity, expertise, creativity, and a genuine desire to help are what form the framework for all of the planning we do.

Families

Family values run deep in our firm. Many of our clients are multi-generational. Planning can include educational funding for children and grandchildren, long term care planning so you’re not a burden to your family later, and estate planning to assure your wealth transfers down the line as efficiently as possible.

Small Businesses

If you own a small business, it’s likely your baby. Just as with raising a child, there’s always going to be a hint of learning on the fly. There’s a lot you can do to solidify the financial health of the business, though. This can range from company retirement plan consulting to continuity planning. 

Individuals

Everybody has goals. Very few are clear on how to achieve them. Most goals require adequate wealth. We can help you solidify the right plan that assures you’re able to reach your goals effectively. Don’t swim in a sea of doubt. Let’s put an actionable plan in place so you can live with purpose.

Rookies

Early in life is the best time to make mistakes, You have less on the line since you haven’t had time to accumulate wealth. However, there’s no need to approach it carefree. Let your money begin compounding from the jump. We have a strong history in helping young people get pointed in the right direction.

Professionals

Maybe you’re early in your career and want to make sure you’re pointing in the right direction. Or maybe you’re on the verge of retirement and want to make sure you’re actually ready. We can help build confidence around your plan. We can consult with you everything from 401k allocations to exit strategy planning.

Seniors

The senior period of your life can stretch a long time. This is a good thing. It’s chock full of pot holes and hurdles, though. Maybe you’re in the beginning stages and want to make sure you have a plan in place for the long term. Or maybe you’re in the late stages and want an estate plan review. We can help.

GET STARTED TODAY!

Sound like there might be something we can help with? Let’s start with a simple conversation. We’d love the opportunity to connect. No hard sales pitches. No commitments. No expectations. We’re as easygoing as they come with a genuine passion for speaking with people about their finances. Feel free to fill out the form below and we’ll be in touch within 24 hours. If you’d prefer, you can always call us at 877.393.9660.

Troutman Wealth Management web site does not represent an offer of or a solicitation for advisory services in any state/jurisdiction of the United States or any country where the firm is not registered, notice filed, or exempt.  The website does not constitute an offer to purchase or sell securities.  Troutman Wealth Management provides advice and makes recommendations to clients based on the specific needs and circumstances of each client and only after a client has executed an agreement.  Clients should carefully consider their own investment objectives and never rely on any single recommendation, representation, chart, graph or marketing piece to make decisions. Troutman Wealth Management is not a broker-dealer and does not offer tax or legal advice. Please consult your tax adviser or legal counsel for assistance with your specific needs.

Please note that we cannot accept trade instructions over electronic mail, through this site or by voicemail message.  Trading instructions must be provided to Troutman Wealth Management in person or by telephone call with your representative.