Team profile


Working With Us

Helping you and your loved ones live the best life possible after a catastrophic injury.

You don't have to go it alone. The transition back to “normal” life after a catastrophic injury can be one of the hardest things families and caregivers face. Planning, coordinating care, and making sure that you and your loved ones will be taken care of for the long-term can be impersonal, and leave you feeling powerless, frustrated, angry, and confused. We believe that after all you and your loved ones have been through, the process and transition should never be that hard.

Having family members with disabilities requires lifelong planning that might not be easily addressed by typical financial planning advice. Our Special Needs Trust Planning group works directly with trustees, case managers, and attorneys to help take away the stress and confusion of the transition after injury or malpractice, helping give you and your loved ones the clarity, direction and peace you need to live a fulfilling life.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Insurance
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Family Finances

Awards & recognition

  • Ray Trosclair, Forbes Best-in-State Wealth Advisors, 2020-2023
  • Trosclair Wealth Management, Ameriprise Client Experience Award, 2023

Community participation

Tim Tebow Foundation Night To Shine Event--We enjoyed every second serving these kings and queens!
Tim Tebow Foundation Night To Shine Event--We enjoyed every second serving these kings and queens!