Trailblazer Wealth Management

Trailblazer Wealth Management provides discretionary portfolio management and financial planning to individuals, families, trusts, high‑net‑worth clients, and businesses. Services described in the brochure include model‑based asset allocation, standalone and ongoing financial planning, and retirement‑plan recommendations for business owners and self‑employed clients.

The firm follows a goals‑based, model‑driven approach: clients are matched to model portfolios that are managed on a discretionary basis, with regular communication and the ability to impose security restrictions. Trailblazer also evaluates and implements third‑party investment models and strategies—explicitly identifying the Altruist Model Marketplace—and monitors their ongoing suitability for clients.

Compared with many peers, Trailblazer discloses an active process for selecting and overseeing outside advisers and third‑party managers, a practice the firm notes can lead to layered advisory arrangements and requires ongoing due diligence. The brochure also states the firm had not yet commenced managing client assets as of February 2026 and that its managing member holds a CFP designation while maintaining licensed insurance‑sales activity and part‑time small business advising, relationships the firm discloses as potential conflicts.