​WillowTrust Wealth Management, located in Raleigh, North Carolina, is a comprehensive financial services firm dedicated to guiding clients through life’s financial transitions. Founded by Jim Nowak, CFP®, AIF®, AAMS®, the firm specializes in serving individuals facing significant life changes, such as retirement, divorce, or the loss of a spouse.

Their proprietary TRAIL Process offers a step-by-step approach to developing personalized financial strategies, encompassing areas like retirement planning, investment management, estate planning, insurance, and tax strategies. Emphasizing a client-centered philosophy, WillowTrust aims to simplify the path to financial independence by providing tailored advice that aligns with each client’s unique goals and circumstances.