GUIDANCE FOR THE PATH YOU CHOOSE
At Three Trails Wealth Management, we believe financial planning should be a tailored, holistic experience that suits the unique needs of each individual. Our commitment to transparency and trust ensures that your financial future is always our top priority. Whether you need guidance on insurance, brokerage, or financial management, we are here to help you navigate the complexities of the financial world with confidence and clarity.
GUIDANCE FOR THE PATH YOU CHOOSE
Helping you navigate the complexities of the stock market and make informed investment decisions.
Providing guidance on the right insurance policies to protect your assets and loved ones.
Offering personalized strategies to manage wealth and seek to achieve financial goals.
At Three Trails Wealth Management, we believe financial planning should be a tailored, holistic experience that suits the unique needs of each individual. Our commitment to transparency and trust ensures that your financial future is always our top priority. Whether you need guidance on insurance, brokerage, or financial management, we are here to help you navigate the complexities of the financial world with confidence and clarity.
OUR STORY
Three Trails Wealth Management was founded with a mission to put clients first. After working for a larger financial advising firm, we realized that true financial advising means prioritizing the client's needs and goals. Motivated to build a firm rooted in trust and community values, we created a place where clients could receive personalized, transparent financial guidance.
Our mission is to provide financial advice that is trustworthy, tailored to the individual, clear, and guided by the clients' best interests. We believe in fostering long-term relationships built on these core values, ensuring our clients always feel supported and understood.
At Three Trails Wealth Management, we value financial freedom while providing top-notch guidance. Our commitment to community values and trust makes it easy for clients to feel comfortable and confident in their financial journey.
MEET BEN MCELWEE
Ben grew up in Springfield, IL and received an undergraduate degree in biology from Washington State University. Upon graduating college, he began interning at a major financial firm and obtained his Series 7, Series 63, Series 66, and Life Insurance licenses. He continued working alongside the firm, where he gained expertise in providing professional service and quality advice. Ben played baseball in college and loves to attend sporting events. He is a fan of the St. Louis Cardinals, enjoys golfing, and spending time outdoors. Located in Noblesville, IN, he appreciates time spent with his family, friends, and pets.
Ben grew up in Springfield, IL and received an undergraduate degree in biology from Washington State University. Upon graduating college, he began interning at a major financial firm and obtained his Series 7, Series 63, Series 66, and Life Insurance licenses. He continued working alongside the firm, where he gained expertise in providing professional service and quality advice. Ben played baseball in college and loves to attend sporting events. He is a fan of the St. Louis Cardinals, enjoys golfing, and spending time outdoors. Located in Noblesville, IN, he appreciates time spent with his family, friends, and pets.
OUR CLIENT EXPERIENCE
Our clients can expect a complete holistic experience tailored to their individual needs. We focus on building a relationship based on trust and transparency. Knowing you have a clear path to work towards your financial goals, you will gain a sense of understanding and confidence.
REGULAR CHALLENGES WE ADDRESS
The importance of having a relationship with a financial advisor
Custom strategies to manage wealth
Developing plans to help in reaching your retirement goals
OUR SOLUTIONS
Educational resources to help you understand the importance of saving and investing
Personalized financial plans to address your unique challenges and goals
Ongoing support and guidance will ensure you stay on track
OUR PROCESS
We take the time to get to know you, your history, and your goals. We offer tools to forecast your financial future and connect with you as often as needed, to ensure you stay on track. Our personalized process includes:
Understanding your financial history, current situation, and future goals.
Creating a customized financial plan tailored to your specific needs.
Executing the plan with the right tools and strategies.
Regularly reviewing your progress and making adjustments as needed.
CONTACT US
Phone: 317.795.1345
Email: Ben.McElwee@threetrailswealth.com
Phone: 317.795.1345
Email: Ben.McElwee@threetrailswealth.com
Ready to take control of your financial future? Contact us today to start your journey with Three Trails Wealth Management.
Ready to take control of your financial future? Contact us today to start your journey with Three Trails Wealth Management.
