Trichler Wealth Management Group
Wealth involves opportunities. But it also involves questions. At Trichler Wealth Management Group, we help you determine the answers that make sense for your life.
We’re a close-knit team of Advisors and Associates, six people strong. Located in the greater Seattle area, we serve clients in more than 15 states, offering significant experience, technical insight, and practical knowledge. More important, we offer a focus on you and your long-term well-being. We built our team selectively and carefully, determined to share our common passion for helping people create better lives for themselves.
As a team, we’re collaborative, collegial, and resolute in our desire to add value to your life. Our culture, we believe, creates a better client experience—one where people know they are valued and appreciated. We are genuinely honored to serve—a principle we embody in our actions, as well as our words.
We recognize the singularity of your path. That vibrancy lends satisfaction to our work. Here’s what you can expect when you engage us:
- We listen to you. Really listen to you. Your goals and intentions will set our path, and we’ll walk with you, advancing progress toward what matters to you.
- We reduce stress in your life. Finances can involve the anxiety of the unknown. We help shoulder that burden, organizing and deploying your wealth more purposefully.
- We help you in ways you might not expect. Wealth has a way of touching multiple aspects of your life, from your relationships to your day-to-day transactions. We look to help you make better decisions about your finances, providing you with the information and confidence to find a better balance.
- We work hard for you. Speak with us for a few minutes, and you can detect our enthusiasm for our craft. We’re eager to share our knowledge, iron out the complexities of your finances, and serve you like you’ve never been served before.
You are unique. Your past, present, and future are wholly your own. We recognize the distinctiveness of your story and appreciate the sacrifice and effort you have invested in creating your wealth.
We believe strongly in the importance of "a good fit" when working with the clients we serve. There are a few aspects of our practice that set us apart. Here are a few of the ways that we believe we are different:
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We work with clients from varied backgrounds, including entrepreneurs and wealth creators; exotic car enthusiasts; single, divorced, and professional women; sports & entertainment professionals including, athletes and authors; nonprofit institutions; and multi-generational families. Each of these life paths involves unique decision points, opportunities, and challenges. We tailor our outreach to each person's individual parameters, forging a wealth framework that is distinctive in its detail and depth.
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Our team reflects the vibrancy of the greater Seattle area in our composition and outlook. We're diverse by race, gender, life stage, and experience. The richness of our experiences, we believe, enhances our ability to relate to the clients we serve and offer the wisdom of multiple perspectives.
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We want you to succeed, and we'll put in the work to help you get there. Our Advisors were drawn to wealth management because they wanted to make a meaningful impact on people's lives and legacies. We combine perspective and experience to generate positive momentum toward your goals. To that end, we offer significant experience in Environmental, Social, and Governance (ESG) investing, allowing you to tailor your portfolio to your values and principles.
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When you engage our team, you engage all of us. We're equally invested in your success, a structure that is distinctive among wealth management teams. This collaborative culture provides you with a variety of insights, drawing from our individual strengths. The result, we believe, is a better client experience.
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We're dedicated to our craft, striving to bring clients forward-looking ideas and time-sensitive opportunities. We live that mission through our commitment to professional education, attaining a number of industry designations that attest to our seriousness and resolve.
We begin each relationship with a conversation. Reach out to us, and one of our Advisors will be happy to connect with you about your interests and needs.
*Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.
CDFA®, CPFA®, CPWA®, CRPC™, SE-AWMA™
AAMS™, CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
