TRAVERSE FINANCIAL SOLUTIONS

Traverse Financial Solutions partners with clients to provide unparalleled financial planning throughout all stages of life. We are committed to developing a holistic investment strategy that gets to the heart of each client, their unique situation, and their goals. We help clients create their financial roadmap, which allows them to rest assured that their journey is guided by a holistic financial planning process. Traverse now manages more than $245 million in assets.

Primary location: Lake Zurich United States