Named 2019 Forbes 'Best in State' Advisors

BP & KT

Congratulations

Bryan Pieper & Kristy Tochihara 
for being named to the 2019 Forbes Best-in-State Wealth Advisors Ranking! 


This annual list recognizes advisors as among the top in America, and we are honored to be included in Colorado’s list for a second year!


*The Forbes Best in State Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.

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The Trailhead Wealth Management team has set out to create a new standard in the financial services industry focusing on high-quality client service, knowledgeable advice from experienced & reliable advisors, and simple, easy-to-understand plans that help our clients reach their financial goals.

We are here to educate you about the basic concepts of investment planning, to help you learn more about who we are, and to give you easy access to relevant market & financial information.

On our website you will find a wealth of information about our capabilities, and how we can guide you on your journey to reaching your financial goals. In addition, our site offers a wide variety of useful information, including calculators, articles, a portfolio tracker, access to Wells Fargo Advisors Online, and much more.