Answers You Need, Advice You Can Trust

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Answers You Need, Advice You Can Trust

Decades of dedication to our clients’ success

our philosophy

At Garnett Investment Strategies, we believe in the power of personal attention and tailor-made financial strategies. We understand that each client's needs and goals are unique, and our approach reflects this belief. We are committed to providing you with top-notch financial guidance, built on a foundation of trust, integrity, and unmatched expertise.

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01

Financial Planning

Our plans are based on a detailed analysis of your finances and preferences, ensuring they align with your objectives.

02

Smart Investing

We focus on constructing and managing diversified portfolios that are designed to balance risk and offer predictable returns.

03

Retirement Plans

Plans for companies and individuals, including 401(k) management, IRA rollovers, and other pension planning services.

04

Risk Management

Review your plans for potential risks in your life insurance, long-term care policies, and liability coverage.

Addressing your most pressing financial questions with clarity and precision.

Could I retire sooner than I planned?

How can I tell if my investments are performing?

Do I have enough insure to protect my family if something happens to me?

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What’s the most effective way to save for my child’s college education?

How do I develop an effective estate plan?

How can I protect my wealth against market volatility?

How can I manage my debt effectively while investing in the future?

From Our Family to Yours

Our Team

Our team of financial experts brings together decades of experience across various aspects of wealth management and financial planning. Led by Traci Garnett-Froscheiser, who grew up in the business watching her father, Paul Garnett, we embody a tradition of excellence and a fresh perspective on financial solutions. Each member of our team is dedicated to helping you make informed decisions that will foster your financial independence and stability.

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Paul Garnett, AAMS®, CPFA®

Investment Adviser Representative

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Traci Garnett-Froscheiser, AIF®, CPFA®

Investment Adviser Representative

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Michelle Kelch

Client Specialist & Insurance Coordinator

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Kelly Morgan

Client Specialist & Retirement Plan Coordinator

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Here for you

Your Partners in Wealth Management

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Expert guidance every step of the way.

From our founding in 1975 to today, our mission has remained clear: to empower our clients to live independent and self-sufficient lives through expert financial education and management. At Garnett Investment Strategies, creating wealth is about more than just financial gain—it’s about crafting a fulfilling life enriched by your passions and secured by our commitment.

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Wondering how to better protect your assets?

Transform your wealth strategy. Call us today—peace of mind is just a conversation away.

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