At TRSS Wealth Management, LLC, our mission is to provide the clarity and direction you seek to make confident and informed financial decisions, today and tomorrow. We believe that the only true measure of financial success is your ability to live the life you desire.
Find out how competent guidance supported by a disciplined approach to financial and investment planning can help ensure that your financial decisions are aligned with your goals and values at each stage of your life.If you're looking for a firm that places your interests first, we invite you to Contact Us to schedule a no-obligation consultation.
Find out how competent guidance supported by a disciplined approach to financial and investment planning can help ensure that your financial decisions are aligned with your goals and values at each stage of your life.If you're looking for a firm that places your interests first, we invite you to Contact Us to schedule a no-obligation consultation.
Services
He's been a licensed registered representative since 1994, when he joined IDS Financial Services/American Express Financial Advisors in Ocala, Florida. For two decades, Tom has enjoyed helping individuals and families protect and grow their wealth through prudent investment strategies aligned with their needs and goals.
We specialize in developing financial and retirement plans for families. As your financial steward, we coordinate the advice and guidance you receive from all of your trusted advisors-including financial, tax and legal professionals-in an effort to help you pursue your goals with confidence and bring clarity to even your most complex financial challenges.
TRSS Wealth Management LLC is an independent, boutique wealth management firm located in South Portland, Maine. TRSS was founded in 2003, by Michael Reed, Bruce Sawyer, Andrew Stickney, and William Temm Jr., with the goal of assisting our clients in every aspect of their financial lives. Mr. Temm was succeeded by Thomas Brunelle who is currently a partner with the remaining founders.
These focuses allow us to use our experience and expertise to concentrate on the things that matter most to our clients. By taking a holistic approach to our client's needs we uncover aspects of our clients' financial lives that even he or she was not aware of. 20 years is now the average retirement.
Depending on the complexity of the matter and length of the engagement the advisor will charge either a flat fee or an hourly rate. Flat fees are generally for 12 month engagements. Flat fees range from $1,250 - $5,000. For brokerage services, we charge a transaction-based fee (sometimes referred to as a commission) every time you buy or sell an investment.
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