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Simplified Financial Advice.

Meet Tray

 

Inquisitive, patient and detail-oriented, Tray Wiltse stands apart in a sea of financial sameness. His motto of “listen before he leads” allows him to advise clients’ financial goals, business planning, acquisition, trust, estate planning, and beyond. As an experienced wealth advisor with a family-first mentality, he guides high-net worth individuals and families through tactful financial moves to help protect their wealth for generations to come. Backed with an entrepreneurial mindset, he finds joy in advising entrepreneurs and families in navigating the unknown waters of financial risk and security. Each approach is tailored to the client’s needs and seeks to ensure their goals are attainable in an ever-changing market.

A graduate from Rockhurst University with a degree in economics, Tray has been a professional in the financial services industry for more than two decades. He prides himself on keeping a constant pulse of market trends, consumer sentiment, and innovative investment and planning techniques. Armed with the wisdom one collects after years in the industry, Tray offers valuable insight. He knows when and how to pivot due to market fluctuations and brings that guidance to his trusting clients.

This husband and father of four is passionate about building lasting, loyal relationships. Mirroring his approach to business, when he’s not tracking the market, he’s perfecting his golf game with immense focus and a constant commitment to improvement. Whether you’re engaging with Tray at the office, in your quarterly review, on the course, or chatting over a glass of wine, you can expect a good story, eye-opening wealth management foresight, and a few clutch tips for a steady putt.

Tray Wiltse is also registered to offer investment advisory services through Cetera Advisor Networks LLC, Member FINRA/SIPC.