About Us

• Kurt Triebold and his team have been providing financial planning and investment services to good folks just like you for the past 18 years. We understand families face their own unique goals and challenges as they prepare for the future. We can help take the mystery out of preparing for tomorrow. Whether your goal is preparing for retirement, saving for college, or preserving your legacy for the next generation, our personalized goals based approach to managing your assets will help bring clarity to your long range financial objectives. Dedicated to creating long term relationships, we work with our clients in determining what strategies fit within their overall financial game plan. Rather than making isolated investment decisions, we help analyze how each piece might affect your overall financial picture. We believe this process helps create a more efficient path toward pursuing your financial goals.