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Stay on the right path with holistic financial planning and support

No matter where life takes you...we're here to provide trusted financial advice

Team Treece is dedicated to looking out for all aspects of your financial well-being, not just managing investments.

Our goal is to simplify and streamline your efforts toward financial security so you are ready for life's next chapter.

Our personalized, values-based planning approach is well beyond what many larger banks and financial service institutions are able and willing to provide.

We have a fiduciary duty to you to always put your interests first including a duty of loyalty and utmost care. (Many financial advisors do not have this fiduciary duty and have a lower “suitability” standard).

We are dually-licensed which means that we are supervised by our broker dealer, Cetera Advisors, and by FINRA, the financial regulatory authority. (Many investment advisors choose not to affiliate with a broker dealer and have less direct supervision and are generally responsible for their own compliance).

We're by your side with the right solutions at every age and every stage of life…

Building Wealth

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Investment Strategies

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Managing Money

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Funding College

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Tax Planning

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Insurance

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Social Security

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Retirement

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Estate Planning

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What life goals can we help you meet?

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