Nicholas Rose
Co-founder & Financial Consultant at Trailwise Financial Partners
Based in Arvada, United States
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Seniority
C-Team
Department
Other
Location
Arvada
Industry
Financial Services
Company size
5
Contact information
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n•••••••@trailwisefp.com
Phone
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Background
About Nicholas Rose
Emily Biehler and Nick Rose founded TrailWise Financial Partners with a vision to offer clients an empowering approach to their financial journey. We believe we all have a relationship with money that has been formed by personal life experience. We have a responsibility to ourselves to understand this relationship and proactively engage in improving our future. At TrailWise Financial Partners, our focus is on improving financial behavior through accountability with a goal of improving your outcome. As Certified Financial Planner™ Professionals, we apply a fiduciary standard of care to all aspects of your financial journey. We partner with you to develop complex financial strategies to create a plan that aligns with your values and goals. As this plan begins to unfold, we strongly believe our role in this relationship is to provide clarity in your financial decisions to help you Find Your Path.
Decision-makers
Other people at Trailwise Financial Partners
- YADirector
Yizeth Almemar
Director of Financial Planning · Finance & Accounting
- CWStaff
Christian Wise
Associate Financial Advisor Paraplanner · Finance & Accounting
- EBC-Team
Emily Biehler
Certified Financial Planner & Co-founder · Finance & Accounting
- SGManager
Sarah Grayer
Lead of Operations · Operations
- SMStaff
Sean McKee
Client Service Associate · Customer/Client Service
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