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

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

TriMarC Wealth Management LLC provides investment supervisory services (individual portfolio management) and comprehensive financial planning to high net worth individuals and charitable organizations. The firm offers continuous advice, prepares written financial plans, and delivers periodic reports summarizing account performance and holdings. The firm's investment process combines fundamental, technical, quantitative and qualitative analysis with asset-allocation principles and a long-term purchase orientation, and it manages accounts on both discretionary and non-discretionary bases. Accounts are monitored on an ongoing basis and reviewed at least quarterly; financial plans are typically delivered within months of engagement when all information is provided. TriMarC manages roughly $240.9 million in client assets across a very small client roster (14 clients), producing an unusually high level of assets per advisor compared with peers. The brochure discloses that management personnel are licensed insurance agents who may receive customary commissions for insurance product implementations—a potential conflict of interest the firm acknowledges—and also states the firm does not vote client proxies.

To learn more about the advisors currently working at Trimarc 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.

Name	Location	Years of experience
Dominick Trimarchi	Saratoga, NY	27

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