Liberty Minded Wealth Management
Liberty Minded Wealth Management
TreeceCo is a Liberty Minded wealth management firm. We specialize in assisting you in placing your assets in investment tools that allow for economic liberty. TreeceCo has a 30-year track record of helping people like you retain their savings.
6012 Bayfield Parkway Suite 350 Concord, North Carolina 28027
Don't miss our next seminar
Don't miss our next seminar
See why people love us!
See why people love us!
TreeceCo works for the benefit of their clients and not some corporation. Their clients must realize the soundness of their recommendations for them to stay in business. They continue to stay up to date on the financial climate in America.
TreeceCo consider their client relationship a continuing process to keep them current as financial markets evolve.
Tony Treece is our first financial advisor that works with us on a personal basis, making us feel more secure in our investment strategy and we place a high value on that.
Tony never rushes through the explanation of an investment plan, and goes over it patiently many times if necessary until he is satisfied you understand every detail. We find that comforting and reassuring.
We first met Tony three years ago at our church. He came as a motivational speaker which my wife and I were immediately drawn to his presence as a good will ambassador.
My wife, Donna, asked Tony a question concerning financial guidance, as we had been struggling with our financial future. He offered to meet with us for a review of our financial assets. The guidance and direction set the stage for our future retirement plans three years later.
Tony’s professionalism and ability to consolidate our financial assets was impressive.
I have always been astute in financial instruments but Tony’s plan set our financial resources toward a financial freedom we have been searching to achieve. Tony’s honesty, integrity and straight forward planning techniques is a gift that each person should experience.
Tony, thank you for all the time, energy, wisdom and guidance you have afforded us. We have not only acquired a financial planner to oversee our assets, but a true friend as well.
As irony has it, Tony’s wife Donna ensures all the details are handed efficiently. Tony and Donna work together as a team, which is the way all marriages should function as a team effort.
To Whom It May Concern:
Every week it seems your daily mail has an invitation for you to meet with a certain financial planner, and if your mail is like mine, it even includes a free meal. Well, I have received many of these; some even have reserve tickets included, so you can bring a spouse or a friend. Just call in and confirm you're coming.
I never went to any of them until I received one from Tony Treece. I can't tell you why I went to his meeting, I guess something inside said go to this meeting, and I did. I'm sure his meeting was similar to many other such meeting, but for there was a difference.
I had a feeling right from the beginning that I could trust him, besides I needed help with my finances, I needed to go in a new direction. The relationship that I have built with him was one based upon my needs, not his. His reward is more than money, it is one of genuine satisfaction in being of service to someone and move them along toward a secure future.
The stock market changes daily, and two things I know about it. It is going to go up, and it is going to go down. I do not worry about that any more because I leave that to Tony. His advice gave me and it will give you the feeling of security in these changing times.
We wish we had met Tony Treece five years ago.
Since we have transferred our money to him, he and his associates have done an outstanding job by preserving the money remaining in IRAs.
After our retirement and receipt of the money from our employer sponsored retirement accounts, we entrusted our retirement savings to a since admittedly aggressive broker who invested our money as he would have for a 30-year old client notwithstanding our wish for a low risk type of investment due to the fact that we were both in our sixties. We lost almost 50% of our money due to poor investments, particularly in technology stocks.
We expressed our concern to our previous broker over the continuing losses in our accounts many, many times. His standard reply was that our accounts would not lose any more money; that they had gone as low as they could possibly go and that they would start going up in a few days. Well, the few days turned into weeks, the weeks turned into months and even years. He told us that we were not too bad off; some of his clients had lost more money than we had. That finally caused a red light alert and we knew we had to make a change. It simply took us too long to make the change so we have to live with our consequences.
From our first encounter with Tony, we felt very good about him and had confidence his abilities and his sincere desire to help us. We began to think of him and Duane as good friends and still do.
We look forward to having a long and lasting relationship with Tony and his competent staff.
My wife and I have known and worked with Tony Treece for approximately eight years. His honesty, integrity and knowledge of the financial industry is very comforting to us. I was introduced to Tony by a co-worker. It was an introduction that would change our financial future.
Over the years, Tony has increased our portfolio to the point where we were able to retire approximately two years ago. If it were not for Tony, we would not be living in sunny Florida and enjoying the good life today.
I would not hesitate to recommend to anyone that is seeking a financial advisor for their investments.
I have had two financial advisors before Tony. They both put my money in investments where they could make the most money, not where I could. I lost money with them. Don't you get caught in that trap.
Tony Treece is just the opposite. He put me in an investment with a good return, which meets my future income needs and goals, while protecting the principal amount I invested. His honesty and integrity, in my opinion, is unsurpassed. He helps investors provide for their future, not lose their hard earned money.
During the past years it has been a privilege to have you handle our finances. Your trust and concern about our needs always goes above and beyond just your job.
We have the highest regard for you and always recommend our family and friends to see you for their financial needs, whether great or small. Our thanks to you for giving us confidence on your decisions to do what is best for us.
We met Tony at a time we were losing a great deal of money in the Mutual Fund Market. He worked with us, advised us and offered us options to preserve, as well as increase what we had worked so hard to achieve financially. We feel very fortunate to have found someone that we have complete confidence in his ability to assure and future financial security.
The purpose of this letter is to express the appreciation my wife and I have for the professionalism and integrity of Tony and his staff.
We were initially introduced to the company about a year ago by attending a seminar / dinner event. After several meetings with Tony Treece, we entrusted him with the investment program of my wife's elderly parents, for which she has management responsibility.
We have found Mr. Treece to be forthright in his dealings with us, true to his word, knowledgeable about the industry and able to to articulate his knowledge clearly. We are confident that through his guidance we have taken the appropriate steps to avoid some significant financial vulnerabilities and to simplify the management of my in-laws' financial affairs and long-term care.
Mr. Treece was very gracious and patient in explaining options to my in-laws and willingly accommodated their handicapped conditions in making presentations and completing paperwork.
I would recommend his services unhesitatingly and with confidence to anyone desiring trustworthy guidance in financial planning, especially those who are at retirement age.
My husband and I would fully recommend Tony Treece to handle your investments.
We are very please with Tony and his wife, they are prompt and courteous.
Tony has helped us with our IRA since August 1999. He had worked with us to our best financial interest. We put our trust in him.
Tony Treece and his company have been wonderful. My wife and I had been with Tony's company for years and trust them. They always worked for our best interest. We my wife passed away, Tony Treece walked me through the whole process to close all my wife's accounts. He had my best welfare in mind with every suggestion he made. It really made that process a little easier for me knowing I had him to help me.
We have appreciated all the help you have given us with our finances. Thank-you for the advice on helping us with our decisions. We feel you are a person who can be trusted. Your interest in providing us with our financial needs is most satisfying.
Dear Tony and Staff,
We would like to express our thanks and appreciation to you for all of the information you have given us. We never felt that we were being rushed into a decision and was very grateful for the many times that you met with us. We were looking for an investment that was secure and would grow, and also give us a monthly income. The program you advised for us seems to be exactly what we were looking for.
We have received our first annual statement, and we are very pleased with the growth for this past year.
Thank you again for your services. We look forward to seeing you in a seminar.
Sherril and I are very happy to send you this letter. We sincerely appreciate the way you worked with us and dad and mom. I hope our letter will be very helpful for those seating on the fence to decide to choose your services.
I just wanted to "thank you" again for taking time out of your busy schedule to provide me helpful information on my finances. It means so much to be able to talk to someone that I can trust. You can be assured I will gladly refer anyone to you that might need financial guidance.
Tony is a very good personal friend to me. I have trusted him with all my securities for many years. I would highly recommend him to anyone.
Our association with you company and staff has been pleasant and we are comfortable with the way our accounts are being handled.
TreeceCo’s experience dates back thirty years with over sixty years of combined industry knowledge. We've come a long way over the years, but we have never lost sight of our ultimate goal. To this end we have consistently been pioneers in understanding market trends. This allows our clients to have access to knowledgeable professionals who are relentless in their desire to put the clients interest first.
Thirty years ago, Tony Treece, the founding partner, set out with an entrepreneurial dream deep within his heart. He knew he had the keys to success, because he knew that he would work longer and harder than any of his peers. Tony’s entrepreneurial vision started early in his childhood. Tony routinely worked at his grandfather’s full service gas station in downtown Concord, North Carolina. He took that experience and began a janitorial business in college. Tony went on to finish his undergraduate degree as a married student with a young daughter. He sold his business for a profit upon graduating.
Tony’s vision has taken many shapes and forms over the years, but his clients have always known that his focus is in their well-being. The partners at TreeceCo use this as their primary goal. He is regularly greeted by clients who thank him for being the sound voice of wisdom when they were planning. Nothing is more fulfilling than knowing TreeceCo helped secure a client’s dreams.
With the ever-present financial collapse looming, Tony wanted to implement ways for the clientele of TreeceCo to safely put their money to work. Along with fixed insurance products, Tony realized that precious metals have been on the rise. Economists are continually warning of the collapse of the American currency.
What’s more, tangible metals will be the must-have investment of the future. Since precious metals are not limitless, now is the time to incorporate precious metals into your portfolio.
TreeceCo will be your guide in navigating the process of securing your net worth. You do not want to be behind when the coming economic crash happens. The message and movement will continue to grow. Hopefully, when you decide to act it will not be too late.
Tony Treece is an example of the American Dream. During his formative years he lacked opportunity, but this motivated him to push for excellence. He went on to graduate from Hyles-Anderson College with a Bachelor’s degree in Pastoral Theology in 1983. In college, Tony started a janitorial business which he sold for a profit upon graduating.
His tenacious resilience led him to enter the financial services industry in 1984. Tony ranks among the top 5% of Financial Advisors worldwide, according to The Million Dollar Round Table. He routinely speaks to organizations around America and Canada about the current U.S. economy and its future. He is a thought leader who is revolutionizing people’s way of thinking concerning investing.
Tony’s experience in the financial services industry goes back 30 years. He consistently pursues difference by staying ahead of economic trends that will be tomorrow’s normal. His primary focus is assisting pre-retirees and retirees in planning for their future goals. Before the recent economic turmoil, Tony pulled his clientele out of the stock market. He began investing their wealth in products that would not be demolished by the decline of the stock market or be drained away by inflation in banks.
Tony is the Founder and Managing Partner of TreeceCo and Preservation Financial Partners. TreeceCo’s primary focus is helping people invest in alternative investments, the type of investments that have been capable of weathering harsh economic storms. Tony writes a weekly Financial Friday Newsletter that has a worldwide readership. Its purpose is to help educate people about what is going on economically. Go to TreeceCo.com to learn more.
However, more important to Tony is his relationship with Jesus Christ. As a believer, Tony Treece’s primary interest is putting others’ interest first, and helping them achieve their goals. Tony is a board member of the David Wood Ministries, a nonprofit mission board.
Tony lives with his wife of 36 years, Donna Treece, in Concord, North Carolina. He has two adult children and three grandchildren.
A Tar Heel by birth, David resides in Concord, North Carolina. David moved to Colorado, in early 2010, to pursue his interest in the outdoors with friends, and he quickly grew to appreciate Colorado on a deeper level. After living in Denver for three years he decided to move back to his hometown to work with TreeceCo.
He studied Government with a concentration on Politics and Policy while attending Liberty University in Virginia. One of his greatest passions is a desire to be politically involved in preserving the gift of liberty and freedom. He has volunteered for and contributed to political campaigns regularly since 2004, and during the 2011 Colorado Legislative Session he was an aide to State Representative Robert Ramirez.
David has said for years that he is on the “hundred year plan.” Meaning, he intends to live to be one hundred years old. Naturally, he strongly values health and fitness. He developed a tendency to set ambitious goals whether they are achievable or not.
Over the last twelve years, he has worked in a wide array of customer service related fields. He has held supervisory roles and minimal roles – nothing is too small of a job. David’s ambition is to excel in any capacity. Currently, David’s role at TreeceCo consists of project management, marketing support and client retention.