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Trinity Wealth

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Client assets under management

$18,505,328

Clients

29

17% high-net-worth

Advisors

2

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

15

Very Low

Average account size

$638,115

About

Trinity Wealth Partners provides comprehensive financial planning and discretionary investment management to individual clients, serving both high‑net‑worth and non‑HNW households; as of December 31, 2025 it managed about $18.5 million across 29 client relationships. Financial planning is offered on an ongoing basis in conjunction with investment management and also on a project basis as a standalone service.

The firm follows a planning‑driven process to set objectives and determine a strategic asset allocation, generally implementing diversified model portfolios built primarily with individual equity positions and rebalancing as needed. Investment management is discretionary, allows for reasonable client‑imposed restrictions, and includes at least annual reviews of plans and portfolios.

Notable operational features disclosed in the brochure include an affiliation with an insurance agency whose principals are licensed to sell life insurance and fixed annuities (a material conflict the firm acknowledges), use of a third‑party estate‑document service for estate planning assistance, and a promoter agreement that can generate ongoing referral fees for certain client referrals. Trinity also maintains an institutional relationship with a single custodian (Altruist) that provides firm benefits and generally executes trades on a client‑by‑client basis rather than blocking orders, practices that distinguish it from many peers.

Client services

Financial planning Portfolio management Estate planning assistance

Expertise

General retirement planning Cash flow / budgeting Concentrated stock management

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Fee options

Fixed

$1,500 to $5,500 for project-based financial planning; $1,890 starting fee for estate planning assistance through Wealth.com (fixed fee)

Percentage

$0 - $600,000: 1.50% $600,000+: 0.50%

Main office location

Trinity Wealth

6105 S. Main St., Ste. 200

Aurora CO 80016, United States

Number of offices

1

Most active in

More info

Colorado

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 720-260-4235

Advisors at this firm

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user avatar

Craig S

CFP®, ChFC®, Series 63

Aurora, CO

Trinity Wealth

Craig Stavely is a financial advisor at Trinity Wealth with 15 years of industry experience. He holds the CFP® and ChFC® designations and has worked at several firms including Prudential Insurance Company of America and Envisage Financial. Since 2024, he has also served as Head of Financial Planning at Hathaway College Funding, where he assists clients with college savings strategies. Trinity Wealth Partners is a small, state-registered advisory firm serving individual clients, including high-net-worth households, with about $8.37 million in assets under management. The firm provides comprehensive financial planning and discretionary investment management, implementing tailored plans through strategic allocation model portfolios and coordinating with clients’ other professionals.

General retirement planning Cash flow / budgeting Concentrated stock management
user avatar

Jackson B

Series 65

Aurora, CO

Trinity Wealth

Jackson Blake is a financial advisor at Trinity Wealth with a Series 65 designation and three years of industry experience. His prior work includes roles at Jupiter Consolidated Group and Colorado Barricade, as well as teaching positions at Florida State University, Grandview High School, and Liberty Middle School. Trinity Wealth Partners is a small advisory firm serving individual clients, including high-net-worth households, with comprehensive financial planning and discretionary investment management. The firm uses tailored financial plans and strategic allocation model portfolios primarily invested in mutual funds, providing ongoing portfolio management and coordinating with clients’ other professionals.

General retirement planning Cash flow / budgeting Concentrated stock management
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