Trailhead Wealth Management

Financial planner in Louisville, CO (show on map)

5.0

★★★★★

1 reviews

Louisville CO wealth management firm founded in 2012, Forbes 2025 Best-in-State Wealth Management Teams. Services include retirement, tax management, estate planning, insurance, and investments.

Call (720) 625-3300

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About

Trailhead Wealth Management LLC is located at 801 Main Street Suite 300, Louisville, CO 80027. Founded in 2012, the firm has been recognized as Forbes 2025 Best-in-State Wealth Management Teams.

Partners Bryan Pieper and Gregory Stringari lead a team of 18 members providing retirement planning, tax management, estate planning, insurance, and investment services. The firm serves clients seeking comprehensive wealth management and financial planning.

Founded in 2012

Forbes 2025 Best-in-State Wealth Management Teams

18-person team

Full-service wealth management

Services

Retirement Planning

Comprehensive retirement planning services.

Retirement savings Income planning

Tax Management

Tax-efficient wealth management strategies.

Tax optimization Tax-loss harvesting

Estate Planning

Estate planning and wealth transfer strategies.

Estate planning Wealth transfer

Insurance Services

Insurance products for wealth protection.

Life insurance Disability insurance

Investment Management

Investment management and portfolio strategy.

Portfolio management Asset allocation

Credentials & Certifications

Forbes 2025 Best-in-State Wealth Management Teams

Since 2025

Reviews

Rating

★★★★★

Reviews

"I’m so grateful I moved my funds to Trailhead Wealth Management."

Frequently Asked Questions

What is Trailhead Wealth Management? +

Trailhead Wealth Management is a wealth management firm in Louisville, Colorado offering retirement planning, tax management, estate planning, insurance, and investment services.

When was Trailhead Wealth Management founded? +

Trailhead Wealth Management was founded in 2012.

Where is Trailhead Wealth Management located? +

Trailhead Wealth Management is located at 801 Main Street Suite 300, Louisville, CO 80027.

How large is the Trailhead Wealth Management team? +

The firm has 18 team members including partners Bryan Pieper and Gregory Stringari.