Tari Trowbridge of Laceyville (above) recently opened Trowbridge & Co. Wealth Management Group in the Creamery Building (top) on the Merrill Parkway in Towanda.
The appointment schedule filled as quickly as doors opened in November to the new Towanda office of Trowbridge & Co. Wealth Management Group, a company dedicated to helping people of all levels of wealth develop a comprehensive plan for long-term financial management.
“The average person needs help because they don’t have pensions anymore; they have 401Ks,” owner and manager Tari Trowbridge related. “They want to know, ‘How do I turn that into something that I’m not going to outlive?’”
Customized plans target asset growth; distribution, preservation and protection of assets; business management; and minimization of tax burdens. These days, many of the questions and concerns that people bring to the table involve account rollovers and sudden windfalls. Trowbridge is ready to help clients deal with life’s unexpected moments as well, such as job changes, the death of a loved one, and financial changes due to marriage, babies, divorce, or inheritance.
“It really comes down to you telling me where you want to be and me helping you get there,” said Trowbridge. “I literally spend my life telling people what to do with their money.”
Trowbridge & Co. is affiliated with Commonwealth Financial Network (CFN), which Trowbridge describes as her “back office” and “support team.” CFN processes paperwork, provides tech support, executes trades, and keeps Trowbridge apprised of compliance, regulatory and licensing issues.
“It’s basically like having a whole group of people in a big firm offering big-city support to me in a rural area,” Trowbridge stated.
The Towanda office, located in the Creamery Building at 37 Merrill Parkway, faces the picturesque Susquehanna River. “I love this building. It’s old. It’s different. It’s one of the coolest buildings in Towanda,” Trowbridge remarked. “It has some character, but it’s still professional and very accessible for clients.”
Trowbridge honed her experience in nearly 17 years as a financial consultant at PS Bank in Wyalusing and five years prior to that working at Prudential Insurance.
“What PS Bank did for me was to bring me a large volume of people with a variety of circumstances,” said Trowbridge. “As a retail bank, it gave me a lot of experience with people.”
The biggest difference in working with Trowbridge, as opposed to other investment professionals, is that there is no established account minimum. “I don’t believe that only people with a certain amount of money should get financial advice,” Trowbridge asserts. She prefers to consider the services that she offers as an opportunity for people to partner with an expert. The company’s motto is “Sound advice for your financial life.”
Trowbridge received her BS in Marketing at Penn State University, and her MBA from the University of Maryland. As a Certified Financial Planner practitioner and Chartered Life Underwriter, she manages to keep abreast of current trends, regulations and products and routinely network with other professionals in the field of financial management.
Despite her ambition and dedication to getting her own business up and running, Trowbridge admits that she was a little surprised by her success right out of the gate. “I totally underestimated how much I would get done so soon,” she related. “I’m where I thought that I would be a year from now.”
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. To learn more about Trowbridge and Co. Wealth Management Group, log on to www.trowbridgeandco.com or call 570-995-6700.