Many financial advisors focus on products—Team Treece focuses on people. Our two-word business philosophy is "good karma".
- We invest in relationships first.
- We advocate to make things right.
- We are there for you when finances, health, aging, or life transitions get complicated.
That’s why we're proud to offer these complimentary support programs and resources to help you build wealth AND enhance your wellbeing:
FastFinancial101™
A series of quick-read guides designed to build confidence and clarity around money, including:
- Your Wealth Your Way: 14 Money-Savvy Ways A Financial Advisor Helps You Gain Financial Confidence. Our newest ebook helps you understand how professional advice goes far beyond investments—and how it can help you make smarter, more objective, and more confident financial decisions.
- Take Pride in Your Money: LGBTQ+ Financial Empowerment Stories & Strategies.A book, a course, a consult, a plan forward for LGBTQ+ individuals—because representation and relevance matter in financial education.
The Solo Ager™ | Aging. Together.
Team Treece offers support for those aging solo or without a built-in safety net to navigate the often complex financial, healthcare, social, and emotional aspects of aging alone.
Aging in Pages Book Group
Our online book discussion group focuses on topics related to aging, purpose, relationships, health, housing, and legacy.
La Vida Pride™ | Age out loud, proud & prepared
Team Treece’s support initiative offers older LGBTQ+ adults (and allies!) courses, resources, and connections to address the unique financial, healthcare, social, and emotional challenges they face as they age.
Less Fear/More Fierce | Queer End-of-Life Planning
This webinar series is designed for LGBTQ+ people of all ages, those who care for them, and community allies. Each session aims to create a compassionate, supportive space rooted in care, curiosity, and queer resilience. Co-facilitated by Team Treece member David Traupman. Attend one, some, or all—free and open to all identifying with LGBTQ+ and allied communities.
No matter what age or stage you're at on your life journey, Team Treece is beside you every step of the way. Especially during times when you may be vulnerable due to changes in health or living situations, having a trusted advisor on your side can make a life-changing difference.
Schedule a consult with us to build your wealth and enhance your wellbeing to enjoy it!