Huntersville, NC Office

TrustTree Financial LLC is a state-registered investment adviser that serves individuals (including high-net-worth clients), trusts, foundations, and small institutions, managing approximately $78 million across about 150 client relationships with a two-advisor team. The firm offers discretionary portfolio management and comprehensive financial planning, delivered through one-time, hourly, and ongoing planning engagements.

Investment management is tailored to each client’s investment policy statement and combines passive and active strategies, drawing on both fundamental and technical analysis with typical holding horizons of 12–18 months. The firm provides continuous account supervision, implements client-imposed restrictions, and works with custodians to execute and monitor portfolios on an ongoing basis.

Noteworthy distinctions include TrustTree’s sponsorship and participation in a wrap fee program, a structure that is relatively uncommon among peer firms, and that advisory personnel are licensed to sell life and disability insurance and may receive separate commissions for those sales. The firm also discloses that members of its advisory team engage in other financial services activities (including mortgage origination) and that its leadership includes a CFP® certificant, with these potential additional sources of compensation described in the brochure.