About Us

At Freedom Trail Wealth at Dove Mountain, we specialize in tailoring our financial strategies to not only fit your current situation, but also provide a foundation for the future. No matter where you are in your financial journey, we endeavor to take you to the next level. We are dedicated to professionally supporting, educating, and providing informed direction to each and every client. Why Freedom Trail Wealth at Dove Mountain? Because not all financial advisors are created equal. You deserve the personal attention needed to achieve your dreams. We are a full service financial services solutions ranging from financial planning, investment management, retirement accounts, fiduciary advisory services to insurance, estate considerations, & tax strategies to help with our clients.