How you define financial success is likely to change in your lifetime. While your hopes and dreams at age 35 will be different by the time you’re 55, it’s important to keep your goals and values aligned. That’s where we come in.
At Truss Wealth Advisors, we take a values-based approach to financial planning. We help our clients design financial independence with the goal of higher probable outcomes, so you can spend less time worrying about your finances and more time taking care of the people and the things that matter most to you. By intentionally aligning your values and finances, we create anchors of fiscal stability and financial independence. When values are clear, planning is easier.
Our Core Beliefs
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Better outcomes v. chasing returns. We place more value in the reliability of income than the rate of return. We believe your financial security shouldn't hinge on market performance.
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Optimizing tax efficient strategies. We believe striking the right balance requires your financial plan to evolve with tax law changes. We can help you navigate that landscape, and help manage the impact of taxes on your plan.
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Giving 10 percent to charity. There are things bigger than us. That's why we believe in giving back to the community that continually gives so much to us.
Our team is award winning
Andy Hammond and Chad Reynolds have been recognized by Forbes as two of the top financial security professionals in the state. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This would not have been possible without you.
Forbes Best-In-State Top Financial Security Professionals list (July 2023,024). Research and ranking provided by SHOOK Research. Based upon data as of December 31st of the preceding year. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.