Trihelix Wealth Collective
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
TriHelix Wealth Collective provides financial planning and personalized investment advisory services to individual clients, including high-net-worth households, and to retirement plan sponsors. The firm also offers a focused financial-planning program for medical trainees and retirement-plan consulting under ERISA.
TriHelix develops tailored investment plans and manages portfolios on a discretionary or non-discretionary basis, drawing on methodologies such as Modern Portfolio Theory, fundamental, technical, and cyclical analysis, with regular monitoring and rebalancing. The firm coordinates with clients’ other professionals and discloses potential conflicts arising from principals who are licensed as independent insurance agents and from a principal’s separate tax-planning/preparation business; clients are not required to use those services.
Noteworthy for a small advisory firm, TriHelix combines a niche emphasis on medical-training financial planning with custodial asset management (approximately $25 million in assets under management and two advisors). The brochure also discloses the firm’s ownership structure—one principal serves as the chief compliance officer and a minority owner has established a separate advisory business—which the firm identifies and addresses in its conflict disclosures.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Financial planning flat fees range from $600 to $7,000 per plan; Medical Training financial planning flat annual fees range from $600 to $900.
$0.00 - $500,000: 1.40% $500,000.01 - $1,500,000: 1.00% $1,500,000.01 - $3,000,000: 0.85% $3,000,000.01 - $10,000,000: 0.7% $10,000,000.01+: 0.5%
Commission-based compensation for insurance products sold by licensed individuals affiliated with the firm; commissions are separate from and in addition to advisory fees.
Hourly financial planning fees range from $150 to $350 per hour.
Main office
Portland OR
Advisors at this office
2
Most active in
California · Illinois · Oregon · Wisconsin
Also doing business as
Trihelix Wealth Collective · Trihelix Wealth Collective LLC · Trihelix Wealth Collective. LLC · Trihelix Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Becky V
CFP®, Series 63
Portland, OR
Trihelix Wealth Collective
Becky Vogt Lundeen is a CFP® with eight years of industry experience, currently serving as an advisor at Trihelix Wealth Collective in Portland, OR. Her prior experience includes roles at Northwestern Mutual and several independent advisory practices. Outside of financial advising, she is the owner of a non-financial business focused on writing a memoir and is involved in nonprofit event planning. Trihelix Wealth Collective provides financial planning and investment advisory services to individual clients, including high-net-worth households, and retirement plan sponsors. The firm specializes in tailored investment plans with an emphasis on medical-training financial planning and offers both discretionary and non-discretionary portfolio management.
Stephan M
CFP®, Series 63
Portland, OR
Trihelix Wealth Collective
Stephan Morris is a CFP® with 10 years of industry experience, currently serving as an advisor at Trihelix Wealth Collective. He previously worked at Northwestern Mutual in various roles from 2016 to 2025. Outside of his advisory work, he serves as the Treasurer for Beacon Village PDX, a nonprofit organization, and is a co-owner of Easy Eddy LLC, a short-term rental business. Trihelix Wealth Collective provides financial planning and personalized investment advisory services to individual clients, including high-net-worth households, as well as retirement plan sponsors. The firm emphasizes financial planning for medical trainees and offers discretionary and non-discretionary portfolio management using a range of investment methodologies.
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