We want to grow your wealth,
save taxes along the way so you can retire on your own playground
Integrated tax, retirement, and estate solutions designed to guide families toward long-term financial confidence.
Our Story: A Legacy of Trust
Guiding Families Toward Financial Confidence Since 2013
TRES Wealth Management began with a vision: to unite tax planning, retirement strategies, and estate solutions under one trusted advisory firm. Founded by Eric Kalter, a seasoned CPA and wealth manager, TRES quickly became a one-stop shop for clients seeking integrated, tax-smart financial advice. Over the years, we’ve guided families through changing markets and economic cycles, earning their confidence through transparency, consistency, and integrity. Today, with over $60 million in assets under management, we remain steadfast in our mission — delivering exceptional results with personal attention.
Our Philosophy:
Protect • Grow • Leave A Legacy
The Three Pillars That Define TRES
Protect
We safeguard what you’ve earned through smart tax strategies, entity structuring, diversification, and fiduciary oversight, creating peace of mind and financial security.
Grow
We apply disciplined, evidence-based investing to build long- term growth. By reinvesting tax savings and applying prudent research, we turn opportunity into momentum.
Leave a Legacy
We help clients use their wealth to make a difference — from legacy and estate planning to charitable giving and community impact programs.
What sets us apart?
There are many investment advisory firms to choose from. Why choose TRES Wealth Management?
TRES operates as a small, boutique wealth management and tax advisory firm that emphasizes personal relationships and customized solutions for high-net-worth clients. The firm distinguishes itself from large wealth management firms by providing direct access to experienced advisors, fostering trust and deep client connections, emphasizing quality and experience over scale.
Your Journey Starts Here.
At TRES Wealth, every client relationship is built on trust, transparency, and long-term partnership. We take the time to understand your goals, your values, and your vision — and tailor every strategy to fit your unique financial picture.
If you’re ready to begin a conversation about protecting and growing your legacy, we invite you to connect with us.