who we are

Trellis Wealth Advisors is a private, boutique investment office focused exclusively on serving the unique financial needs of our individual clients. Not on our profits. Not on our prestige. But on you, your investment objectives, and your ongoing financial health.
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what we do

We provide clear, candid information that helps individuals and families make informed investment decisions. We don’t sell products or take commissions. We simply serve as an advocate for our clients to help them develop, implement, and monitor investment plans to achieve their long-term goals. read more

how we do it

We construct custom portfolios based on an investment philosophy rooted in facts and common sense. We don’t have any magical mathematical models, secret formulas, or hot stock tips to share. We do, however, have experience, expertise, and an unwavering commitment to treat you with absolute honesty and respect. read more