We are independent, fee-only fiduciaries offering investment management and financial planning services. Each of our four financial advisors is a CERTIFIED FINANCIAL PLANNER™ professional. We believe that your financial advisor should be on your side with the sole focus of doing what is in your best interest. At TrustWell, we follow five main planning principles: 1. Spend less than you earn 2. Avoid the use of debt 3. Build short term reserves 4. Set long term goals 5. Be a good steward