David Jordan's Contact Details

David Jordan's Company Details

Trail Ridge Wealth Management is unique among wealth management firms: owned by its employees, each member of our talented team is personally invested in your financial success. Our mission is this:\\We will deliver an unmatched wealth management experience through proactive advice, responsiveness, trustworthiness, and personal attention at a reasonable cost, thereby changing how people relate to their money and bettering their lives.\\Trail Ridge Wealth Management's professional team is its greatest asset. \\Your wealth management journey starts with an individually designed financial roadmap. You set the destination and we will help you chart the best course to get there. Then, as we put your plan into action, we will meet with you throughout the years to make sure it remains relevant, stays on track, and accommodates any unforeseen twists or bumps along the way.\\Financial planning and discretionary investment management services are provided by Trail Ridge Investment Advisors, LLC, a subsidiary of Trail Ridge Wealth Management, Inc., and registered investment adviser. The content presented is for informational purposes only and may not be construed as investment advice.