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Financial Trex
Financial Trex helps people get organized and take control of their finances through a process that strengthens every part of their financial life.
Financial Trex
Financial Trex helps people get organized and take control of their finances through a process that strengthens every part of their financial life. Services include comprehensive financial planning with quarterly meetings and an interactive planning platform, plus hourly financial planning for one-time engagements. Optional investment management is offered alongside planning help for retirement, home purchase, and college savings.
General information
Firm type
Multi Family Office
Year founded
2004
Location
Region
North America
Country
United States
City
Spokane
Corporate office
Lakewood, CO, United States
Principals
Denise Downey
CFP®, MBA
Sector focus
Frequently asked questions
What asset classes does Financial Trex focus on?
Financial Trex concentrates on private credit, with an emphasis on real estate-backed lending, including first-lien residential and commercial mortgage notes and private bridge loans. The firm also evaluates secondary market opportunities in discounted debt instruments and structured settlements. Public records suggest a minimal presence in venture capital, growth equity, or public market strategies. The overarching theme is current-income generation through secured, asset-backed positions rather than equity appreciation plays.
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