At TRSS Wealth Management, LLC, we help you protect and grow what is most important to you and your family. Our approach to asset allocation and investment planning focuses on developing strategies that seek to help you:

  • Meet income and expenditure needs over time
  • Manage risk in line with your goals and time horizon
  • Generate growth to outpace inflation

LPL Financial

We choose to work in partnership with LPL Financial as our broker/dealer, the nation’s largest independent broker/dealer.* LPL’s open-architecture investment platforms and stringent due diligence provide us with access to a wide array of top industry talent in constructing your portfolio.

Our independence is supported by LPL Financial because we have no cross-sell quotas or home-office directives. As independent advisors, our recommendations are objective because we have no obligations to investment product manufacturers, a parent company, or shareholders.

LPL Research: An emphasis on due diligence

The LPL Research Team employs a strict, highly disciplined investment and manager screening process that results in a recommended list of select, leading industry portfolio account managers. Managers on the recommended list must continue to meet strict criteria over time to remain on the list.

*As reported by Financial Planning magazine, June 1996–2018, based on total revenue.

 *Alternative Investment Strategies include hedge fund strategies, private equity, managed futures vehicles, structured products, equipment leasing partnerships, real estate investment trusts (REITs), 1031 real estate exchanges and oil and gas partnerships.

No strategy ensures a profit or protects against loss. Investing involves risk, including possible loss of principal. Past performance is no guarantee of future results.

If you’re looking for a firm that places your interests first, we invite you to Contact Us to schedule a no-obligation consultation.

As independent advisors, we have access to a full array of non-proprietary financial products and services as we work with you to help ensure that your assets are strategically allocated, diversified and managed. We seek to create investment strategies tailored to your needs, which may include: :

  • Cash and money market funds
  • Municipal, treasury and corporate bonds
  • Domestic and international stocks
  • Mutual funds
  • Exchange-traded funds (ETFs)
  • Fixed and variable annuities
  • Strategic Asset Management (SAM)
  • Model Wealth Portfolios (MWP)
  • Alternative investments*


Asset allocation does not ensure a profit or protect against a loss.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.