PLAN

Are you on the right path to achieve your goals?

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NAVIGATE

We are here to help guide you on your financial journey to success.

Meet Our Team

ARRIVE

Retire with confidence.

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We are here for you.

It is our mission to help educate our clients on available solutions and to help them execute a plan to guide them on the trail to financial independence and freedom through comprehensive financial planning.
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At Trailhead Capital Management Group, our mission is to help secure your financial well-being so you can pursue long and fulfilling lives. Our foremost core value is Every Client Matters, and to every client we make six foundational promises. We pledge to understand your situation, respect your assets, educate you on your options, provide clear recommendations, track your progress, and to stay in touch over time.

A financial advisor can help with the management of your finances to ensure you are on the right path to reach your goals.

  • Educators’ Retirement Planning
  • Financial Planning & Wealth Management
  • Tax Advantage Investment Vehicles
  • Risk Management
  • 401k/IRA Rollovers
  • Higher Education Cost Planning & More
Assets Under Management

$275,000,000

Experience

66 Years Combined

Clients Served
3000
 

Our Team

Each member of our firm makes it their top priority to serve our clients

 

6 Client Promises

Understand your situation

 

Respect your assets

 

Educate you on your options

 

Provide clear recommendations

 

Track your progress

 

Stay in touch with you

 

We Work Hard For You

Whether you are a teacher planning for retirement or are planning for the unexpected, we specialize in helping you put each piece of your financial puzzle together..

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Are you retirement ready?

Our goal is to help you feel confident about your future and pursue your vision of a comfortable retirement. Through our comprehensive approach, we develop your personalized retirement strategy that addresses your individual needs and goals, both short and long-term.

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Already have a relationship with us? Do you have questions? Let's Chat!

What is Asset Map?

Resources

CALCULATORS

A host of financial tools to assist you.

ARTICLES

Educate yourself on a variety of financial topics.

NEWSLETTERS

Timely newsletters to help you stay current.

Asset-Map® Josh's Clients:

Over 1 million people are using Asset-Map with their advisors to gain financial clarity.

Asset-Map® Ryan's Clients:

Over 1 million people are using Asset-Map with their advisors to gain financial clarity.

Legacy Letter Challenge

Your family matters to you. You matter to your family. We'll help you write an impactful, lasting Legacy Letter.

Connect with Josh

Learn more about Josh Menacher on LinkedIn

Connect with Ryan

Learn more about Ryan Brown on LinkedIn

Community Involvements

Supporting our communities is important to us.

Our Offices

Missouri Office:
1575 Kisker Rd. Suite B,
Saint Charles, MO 63304
Phone: 636-300-4229
Illinois Office:
105 W. First St.,
O’Fallon, IL 62269
Phone: 618-628-3400

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck