Building a Bridge to Financial Security

Team photo

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 security with 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 peace of mind. When values are clear, planning is easier.


  • 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.
  • Optimizing tax 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 manage the impact of taxes on your plan.
  • 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.