Investing is about far more than just growing your wealth. It’s about using money as a tool to live your best life and build a better future. That’s why for Trenton, offering personalized service as a Wealth Manager has taken on a whole new meaning.
Trenton works with clients to custom craft financial plans, prioritize and fund financial goals, optimize investment portfolios, mitigate risks, and maximize tax-efficient retirement income. All Kingsview Partners believe in the power of resourcefulness and creative thinking. If there is a way we can get your money to work harder for you, it’s our mission to find it.
Most importantly though Trenton is proud to adhere to the fiduciary standard, bound by a legal obligation to do what’s right for clients. Straightforward and transparent pricing is designed to align our interests and elevate the standard of care for our clients. At Kingsview, you can take comfort in the fact that your Wealth Manager is just as invested in your success as you are.
Financial planning can be challenging; I'm here to lighten the load off your shoulders. I'm an honest and positive professional whose priority is always the interests of my clients; providing capability, adaptability, and scalability.
Since 2004, I've been serving loyal clients from Washington's San Juan Islands to Colorado's Western Slope. Schedule a free consultation and start experiencing my services.
As a CERTIFIED FINANCIAL PLANNER™ professional, I can assist you with:
- Planning and investing for retirement and education
- Preparing for estate succession
- Insuring goals against unplanned life events
- Implementing tax planning strategies
- Providing retirement plan options for employers
I can meet with you in person or by video call. Schedule your free consultation and select your meeting preference.
Locally serving the communities of Whidbey Island, Washington; Grand Junction, Colorado; with clients throughout the country.
Classes and Workshops:
As a teacher at heart, I offer consultations and courses on personal finance and senior issues.
- Paying off debt fast
- Saving money for emergencies
- Investing for retirement and education
- Understanding insurance
- Home buying and mortgages
- Building lifelong wealth and helping others
- Aging and longevity planning
- Social Security Claiming Strategies
- Understanding Healthcare and Medicare options
- Estate planning strategies
- Trust and Charitable Planning
- Preserving lifelong wealth and helping others
Most of my clients hire me for investment management and financial planning. They pay an advisory fee which includes both services. The advisory fee is a percentage of assets under management.
Standard advisory fee tier:
Hourly Financial Planning:
Some of my clients hire me for an hourly financial planning engagement. They might not have a need for investment management but still want professional guidance and financial planning.
For example, someone might be looking to confirm whether they are on track for retirement. This project could take 4-8 hours, depending on the complexity of the situation, to analyze and make recommendations.
A typical six hour plan, at $250 an hour, would cost $1,500.
When it comes to your financial security, it’s all about partnering with someone who is committed to putting your interests first. CFP® professionals have attained the standard of excellence in financial planning by meeting education, experience and ethical standards, and as part of their certification, they have made a commitment to CFP Board to serve your best interests today to prepare you for a more secure tomorrow.
We are aware of how difficult it can be to navigate wealth in ways that give you freedom and not more obligation.
Kingsview Partners is a boutique advisory firm with sizable partners, which allows us to adapt our strategies as appropriate. Our clients receive the “small firm” benefits of a custom financial plan, paired with the security provided by large custodial partners.
Kingsview Wealth Managers are never obligated to push certain products and services. They are free to present all available options to investors and do not restrict offerings simply because they may be inconvenient, complex or difficult.
Kingsview Partners offers a truly independent platform for its advisors. As fiduciaries, our Wealth Managers can effectively mitigate conflicts of interest and provide investors with a clear understanding of the motivations behind their recommendations.
Kingsview Partners attaches great importance to the responsibility borne from our fiduciary duty. Kingsview Wealth Managers may serve up to 40% fewer clients than their peers, allowing them a greater opportunity to listen, plan and execute for the investor.