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Craig S

Series 65

Amarillo, TX

Triad Wealth Partners, LLC

Craig Sullivan is a financial advisor at Triad Wealth Partners, LLC with 17 years of industry experience. He holds a Series 65 credential and has worked at multiple firms including Sullivan Wealth Partners, Visionary Wealth Management, and Fusion Capital Management. Outside of advisory roles, he is involved in ranch management as the owner of Cinco Paso Ranch. Triad Wealth Partners provides turnkey asset management services primarily to independent registered investment advisers and their clients. The firm employs a model-driven investment process focused on strategic asset allocation and offers sub-advisory management, tax-efficient model portfolios, and operational support for RIAs.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner Executive
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Hunter W

Series 63, Series 66

Amarillo, TX

Triad Wealth Partners, LLC

Hunter Wright is a financial advisor at Triad Wealth Partners, LLC in Amarillo, TX, holding Series 63 and Series 66 licenses with three years of industry experience. His prior work includes roles at Fidelity Investments, Solutions 4 Wealth, and Sullivan Financial Partners. Wright also has experience with Aztec Nation Sports and the Texas A&M Athletic Department. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform that provides sub-advisory, operational, and model portfolio services to other registered investment advisers. The firm uses a strategic asset allocation approach managed by an investment committee, offering diversified strategies across mutual funds, ETFs, individual securities, and fixed income.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner Executive
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