Homegrown Financial Planning
If our background in dairy farming has taught us anything, it’s the value of a hard day’s work. At Homestead Wealth Management, we believe that premium service should be accessible. That’s why we are dedicated to real working families. We thrive when you do.
Paulette Treguboff
Managing Partner
Paulette never shies away from a challenge. Maybe it’s in her roots.
Her grandparents immigrated from Russia and started the Treguboff homestead as dairy farmers.
It’s her true grit and determination that has propelled her career from working-mom real estate agent to co-founding her own financial planning practice. What paulette enjoys most about being an advisor is getting to know her clients, hearing their stories, and seeing them thrive. Paulette feels fortunate to get to work alongside her son, Beaux.
Beaux Treguboff
Managing Partner
Before joining his mother’s team in 2008, Beaux Treguboff worked on the family dairy farm.
Still an early riser, he’s reviewing analytics before most people have their first cup of coffee.
Beaux has a knack for breaking down the complexities of a detailed financial plan and making it relatable for the clients he advises. He is passionate about creating plans for other self-made folks and watching them grow their financial resources.
Start your financial journey with us.
Keeping it simple for you
As an independent practice, we answer only to you, which allows us to provide custom-crafted plans that are never commission-incentivized. Our straightforward approach means no surprises with hidden fees, and no sales pitches. Just a simplified process that makes things easier and more personal for you.
It’s your journey. Let us be your guide.
These days almost everything is automated, pre-packaged, and well... impersonal. At Homestead Wealth Management we’ve stuck with what we love, working with YOU.
Keeping it simple for you
As an independent practice we answer only to you, allowing us to provide custom-crafted plans that are never commision-incentivized. Our straightforward approach means no surprises with hidden fees, and no sales pitches. Just a simplified process that makes things easier and more personal for you.
It’s your journey. Let us be your guide.
These days almost everything is automated, pre-packaged, and well... impersonal. At Homestead Wealth Management we’ve stuck with what we love, working with YOU.