Trella Wealth
Trella Wealth is a fee-only financial planning firm that provides comprehensive financial planning and investment management for families, pre-retirees, and retirees. After six years at a regional Registered Investment Advisor, PJ established Trella Wealth to offer a client-centered approach focusing on personalized, flexible, and actionable strategies.
The firm's approach involves creating tailored financial plans that adapt to life's changes, with regular reviews to ensure clients stay on track toward their financial goals. PJ works closely with clients to help them prepare for retirement, manage their investments, and develop strategies for preserving and growing their wealth.
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