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 atta
Tray Wiltse
Managing Director, Wealth Advisor
Carson Wealth Management Group
United States, Kansas, Leawood
About Me
Profile Information
Managing Director, Wealth Advisor
Carson Wealth Management Group
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Leawood
Kansas
United States
Sep 6, 2024
More profiles to browse
JG
Jessica Golson
Senior Vice President, Investments and Trading
CS
Craig Splan
Managing Director, Wealth Advisor
Teri Shepherd
President
AH
Annette Hargis
Chief Financial Officer
You Might Like
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation