Trinity Wealth Advisors, INC.

Trinity Wealth Advisors, Inc. is a registered investment adviser that provides wealth management and continuous portfolio management for individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations and other long‑horizon entities. The firm reports approximately $173 million in discretionary assets under management across about 198 client relationships and offers ongoing investment management and retirement plan rollover advice.

The firm follows a balanced, long‑term investment approach combining equities, fixed income, mutual funds, ETFs, options and tactical techniques such as cashless collars (covered calls paired with protective puts) to address concentrated positions. Most accounts are managed on a discretionary basis, reviewed at least quarterly, and the firm also offers management of held‑away employer‑sponsored and college‑savings accounts using a third‑party platform.

Noteworthy features for a small advisory team include an explicit impartial conduct standard and detailed disclosure of conflicts around retirement‑plan rollover recommendations, and principals who hold advanced professional credentials (CFA, CPA, ChFC, CLU). The firm also uses client testimonials in its advertising — a practice that is uncommon among supported firms — and makes its Form ADV Part 2 brochure and regulatory disclosures available online.