A complete list of active advisors currently associated with TriaGen Wealth Management LLC

Warmer can help you find a great advisor at TriaGen Wealth Management LLC or one who fits your needs even better.

TriaGen Wealth Management serves individual and high‑net‑worth clients as well as pension plans and charitable organizations, offering discretionary and non‑discretionary portfolio management, model portfolios, financial planning, and financial consulting. The firm reports managing roughly $535 million in client assets across discretionary and non‑discretionary accounts and may utilize sub‑advisers or third‑party money managers for portions of client portfolios. The firm tailors investment advice to client objectives and may implement a wide range of strategies — including fundamental and technical analysis, long‑ and short‑term trading, and modern portfolio theory — while using instruments such as options, derivatives, leveraged ETFs, short sales, and margin transactions where appropriate. TriaGen discloses the use of model portfolios, trading discretion when authorized, and the possibility of advising on or investing in digital assets, and it emphasizes monitoring and periodic reviews of accounts. Compared with many peers, TriaGen’s brochure discloses several uncommon practices: the firm documents the use of derivatives and borrowing in client accounts, discusses performance/hypothetical performance and the use of performance results, and notes use of endorsements/testimonials and third‑party ratings in its materials. The brochure also highlights structural features that can affect conflicts of interest — advisers are registered representatives of a broker‑dealer and licensed insurance agents who may earn commissions — and it describes operational elements such as required Schwab custody and the firm’s use of AI tools for internal client‑service functions.

To learn more about the advisors currently working at TriaGen Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.