Tre Api Wealth Management, LLC

Tre Api Wealth Management (TAWM) offers ongoing portfolio management services tailored to each client's individual goals, objectives, time horizon, and risk tolerance. TAWM creates an Investment Policy Statement for each client, outlining their current financial situation and risk tolerance. TAWM primarily recommends balancing equity and fixed income for retirement and investment accounts, using mutual funds, ETFs, and other securities to diversify portfolios. TAWM seeks discretionary authority to execute transactions without prior permission from the client.