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