Tridea Advisors was founded in 1976 in Auburn, California to provide investment services to individuals in and around Placer County. Formerly titled Auburn Tridea, we have expanded over the years to service clients and institutions not only in Placer County, but throughout California and the Western United States.
Tridea represents the three phases of financial planning that we guide our clients through, including:
– Stage One: Early Working years — Accumulation of Assets.
– Stage Two: Later Working Years — Preparing for Retirement.
– Stage Three: Retirement — Planning for asset distribution and an estate.
At every stage in life, we have different financial needs and objectives. Whether you are looking to accumulate and grow your assets, preserve what you have accumulated, or distribute an income stream, we are here to provide professional guidance.
We believe in prudent/rational and pragmatic asset management. We work with you and for you and allow your values and financial goals to guide the process. We take pride in custom-crafted solutions for each of our clients.
400 Auburn Folsom Road
Auburn, CA 95603-4727
Modesto, CA (By Appointment Only)
803 Coffee Road, Suite 1A
Modesto, CA 95350
Granite Bay, CA (By Appointment Only)
7646 Stonewood Court
Granite Bay, CA 95746
Phone: (530) 823-2098 | (800) 823-2098
Fax: (530) 823-2091