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John D
CFP®, Series 63
Cincinnati, OH
Trinity Wealth Management LLC
John Dexter is a Certified Financial Planner™ with 16 years of industry experience. He has worked at Trinity Wealth Management LLC since 2009 and was previously with Infinity Wealth Counsel, LLC. Trinity Wealth Management is a fee-based registered investment adviser serving individuals, trusts, and retirement plans. The firm manages approximately $425 million and offers portfolio management and financial planning using an investment process based on documented risk assessments and efficient-frontier allocations, primarily employing mutual funds and ETFs.
Robert W
PFS™, Series 63
Cincinnati, OH
Trinity Wealth Management LLC
Robert Wassel Jr. is a financial advisor at Trinity Wealth Management LLC with 20 years of industry experience. He holds the PFS™ designation and Series 63 license. His prior work includes positions at Infinity Wealth Counsel, LLC, OJM Group, LLC, and Principal Financial Services. Trinity Wealth Management is a fee-based registered investment adviser serving individuals, trusts, and retirement plans. The firm uses a documented risk assessment and Investment Policy Statement to guide portfolio allocations across equities and fixed income, employing mutual funds, ETFs, and other investment vehicles tailored to client needs.
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