Plan for Your Financial Future,
Starting Today

Our team is committed to helping you make your dream retirement a reality.

Our Team

At Holman Wealth Management, we believe you deserve to live the retirement of your dreams. That's why we've dedicated our lives to helping clients design and implement confident financial strategies to help achieve their goals. If you're looking for a team to guide you at every step on your retirement journey, we're here to help.

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Trey Holman Founder and Investment Adviser Representative

Trey Holman

INVESTMENT ADVISER REPRESENTATIVE

Trey Holman is the Founder and Investment Adviser Representative at Holman Wealth Management. He focuses on helping clients design a retirement income strategy to help meet their financial goals and continue to live their desired lifestyle during retirement.

Trey entered the financial services industry in 2007, gaining industry experience and knowledge working at Edward Jones and Mass Mutual. He focused on helping other financial professionals and their offices assist their clients with their retirement goals. He soon left to join his father in founding a firm, then went on to branch off on his own with Holman Wealth Management in 2020.

As a financial advisor, Trey utilizes his experience in investments and annuities, along with experience in life insurance, disability insurance and long-term care. He is an Investment Adviser Representative who has passed the series 65 securities exam and holds life and health insurance licenses in Arizona. He earned a Bachelor of Science degree in finance from the University of Phoenix.

Trey lives in Gilbert, Arizona, with his wife and children and enjoys spending time with his family.

LEARN MORE
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INSTANT DOWNLOAD

6 Keys to a Happy Retirement

You get an extra 2,000 hours a year in retirement. How will you spend it? Download this guide to learn 6 keys of how you can spend your time to help cultivate happiness and a retirement well-lived. Learn:

  • How lacking this one simple thing could make you twice as likely to die
  • The importance of keeping your brain alert
  • Why some people go back to work

Get your copy of the 6 Keys to a Happy Retirement guide!

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Take Control of
Your Future

Your life and your dreams are unique to you. Your financial strategy should be, too. We can help you build a financial strategy that fits your lifestyle, using the following services:

retirement-income

Retirement Income Strategies

wealth-management

Wealth Management

annuities

Annuities

investments

Investments

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IRA/401(k) Rollovers

asset-protection

Asset Protection Strategies

life-insurance

Life Insurance

tax-efficient

Tax-Efficient Strategies

long-term-care

Long-Term Care Strategies

ira-legacy

IRA Legacy Planning

Schedule a Consultation

Insurance products are offered through the insurance business Holman Wealth Management. Holman Wealth Management is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Holman Wealth Management are not subject to Investment Advisor requirements.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Holman Wealth Management is not affiliated with or endorsed by the U.S. Government or any governmental agency.

Attend an
Upcoming Event

We host seminars in the community to connect with others and share the importance of preparing for your financial future. Our seminars focus on common retirement topics, including how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle. We’d love to see you at our next event.

No events are scheduled at this time. Please check again soon!

Come Meet with Us

 

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