Trail Ridge Wealth Management Email Formats
Financial Services • 
Fort Collins, Colorado, United States • 11-20 Employees
Trail Ridge Wealth Management Email Formats
Trail Ridge Wealth Management uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@trailridgewm.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@trailridgewm.com | 50% |
{first name}.{last name} | john.doe@trailridgewm.com | 50% |
Key Contacts at Trail Ridge Wealth Management
Jeff Kadavy
President & Chief Executive Officer
Jennifer Sherman
Director, Trust Services And Planning
Marie Pascell
Director Client Service And Operations
Company overview
| Headquarters | 2020 Caribou Dr, Suite 102, Fort Collins, Colorado 80525, US |
| Phone number | +19703055150 |
| Website | |
| NAICS | 52 |
| SIC | 874 |
| Keywords | Financial Planning, Estate Planning, Investment Management, Wealth Planning, Trust Services |
| Founded | 2017 |
| Employees | 11-20 |
| Socials |
About Trail Ridge Wealth Management
Trail Ridge Wealth Management is unique among wealth management firms: owned by its employees, each member of our talented team is personally invested in your financial success. Our mission is this: We will deliver an unmatched wealth management experience through proactive advice, responsiveness, trustworthiness, and personal attention at a reasonable cost, thereby changing how people relate to their money and bettering their lives. Your wealth management journey starts with an individually designed financial roadmap. You set the destination and we will help you chart the best course to get there. Then, as we put your plan into action, we will meet with you throughout the years to make sure it remains relevant, stays on track, and accommodates any unforeseen twists or bumps along the way. Financial planning and discretionary investment management services are provided by Trail Ridge Investment Advisors, LLC, a subsidiary of Trail Ridge Wealth Management, Inc., and an SEC-registered investment adviser. The content presented is for informational or educational purposes only and may not be construed as investment advice. Trust, estate, and other fiduciary services are provided by Trail Ridge Trust Company, LLC, a subsidiary of Trail Ridge Wealth Management, Inc., which operates under a trust company charter granted by the Wyoming Division of Banking. Information provided by any officers or employees of Trail Ridge Wealth Management or its subsidiaries is not intended to constitute, and may not be construed as, legal advice. No attorney-client relationship is created or implied. Please consult your attorney for legal advice regarding your individual situation.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Trail Ridge Wealth Management has 6 employees across 4 departments.
Departments
Number of employees
Funding Data
Trail Ridge Wealth Management has never raised funding before.
Trail Ridge Wealth Management Tech Stack
Discover the technologies and tools that power Trail Ridge Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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