Thomas Walden believes that financial planning must always be individualized, never generalized. That’s why he makes sure that his clients receive truly custom, considered advice and solutions. His independent, unbiased planning and analysis helps position them for financial progress.
As a Vice President of Investments at Trilogy, Tom likes the close relationships he creates with clients, and the sense that his advice is making a real difference in their lives. His active asset management, fee-based advisory services and relationships with legal, business and tax advisors help to facilitate wealth accumulation, asset preservation strategies and wealth transfer for individuals and families.
Thomas studied economics and accounting at Claremont McKenna College, and brings extensive financial knowledge to his work. Tom advises not only on current asset allocations, but also on proactive techniques designed to generate streams of income for an independent retirement and applying tax-efficient exit strategies. Through complex investment, estate planning and tax reduction methods, Tom strives to improve his clients’ lifestyles, contributing to their financial well being.
Thomas has consistently been one of the top thirteen investment advisors since the company’s inception.