General Financial Planning

  • What does TREC do?

    TREC Wealth Management is a full-service financial planning and wealth advisory firm located in Wexford, PA. We help individuals, families, and business owners create personalized plans to manage money, grow wealth, plan for retirement, and protect their financial future.

  • Why should I work with a financial planner in Wexford, PA?

    Choosing a local advisor like TREC means you get guidance from professionals who understand Pennsylvania tax laws, investment opportunities in the Pittsburgh area, and the unique financial needs of our community.

Services & Process

  • What services does TREC offer?
    We provide retirement planning, investment management, tax-efficient strategies, estate planning guidance, college savings plans, insurance analysis, and ongoing financial coaching for individuals and families.
  • How do I get started with TREC?

    Simply schedule a free consultation. We’ll discuss your goals, review your current financial situation, and create a customized strategy to help you grow and protect your wealth.

  • Do you provide fee-only financial planning?

    Yes. TREC operates on a transparent, fee-only basis, meaning our advice is always 100% in your best interest—without commissions on advisory products.

Costs & Requirements

  • Do you charge a fee for the first meeting.

    No. It is our belief at TREC that all individuals and businesses should have access to qualified advice when and where they need it. Feel free to use the scheduling link attached to this page to schedule a 15 min introductory call with us. If we can’t assist with your present goals and objectives, we will make sure to recommend the best place to go for assistance.

  • How much does it cost to work with TREC?

    Our pricing depends on the level of service you need. We offer clear, upfront pricing and will review all costs during your consultation so there are no surprises.

  • Is there a minimum investment amount?

    We work with a wide range of clients—from young professionals beginning to invest to high-net-worth families. Some investment services may require minimums, which we’ll discuss during your first meeting.

Planning & Timing

Local & Online Convenience