TRSS Wealth Management

Welcome to TRSS Wealth Management, LLC, where we are dedicated to helping you navigate life's most important financial choices with confidence. Our mission is to provide clarity and direction, enabling you to make informed financial decisions that align with your goals and values. We believe that the true measure of financial success is your ability to live the life you desire, and we are committed to helping you achieve that.

Our Services

At TRSS Wealth Management, we offer a comprehensive range of services designed to address your financial needs at every stage of your life. Our services include:

Financial Planning

We provide goal planning, cash-flow and income analysis, and financial organization and oversight to help you manage your finances effectively.

Investment Management

Our investment management services include asset management strategies, tax-sensitive investments, and concentrated stock strategies to help you grow your wealth.

Retirement Planning

We offer retirement income planning, 401(k) and pension plan reviews, and 401(k)/403(b)/IRA rollovers to ensure a secure financial future.

Business Planning

For business owners, we provide corporate and small business retirement plans, cash-flow management, executive compensation solutions, business succession and exit planning, and key person insurance.

Our Team

Meet our team of experienced professionals who are dedicated to helping you achieve your financial goals. Our team includes Michael A. Reed, Bruce R. Sawyer, Andrew C. Stickney, Thomas E. Brunelle, and Philip Reed, Esq. Each of our team members has extensive experience in financial planning and management, ensuring that you receive the best possible guidance.

Our Process

Our comprehensive financial and investment planning process begins with listening to you. We analyze your situation, circumstances, goals, and objectives, and recommend strategies to help address your needs. Following the implementation of your plan, we continuously monitor your progress to help you stay on track as you pursue your goals. Our process includes fact-finding, education, analysis, recommendations, implementation, and ongoing review and monitoring.

If you're looking for a firm that places your interests first, we invite you to contact us to schedule a no-obligation consultation. We look forward to helping you navigate life's most important financial choices with confidence.