Trinity Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$309,557,553
Clients
220
Advisors
4
of 7 employees
About
Trinity Wealth Management serves individual and high-net-worth clients through comprehensive portfolio management, financial planning and consulting, pension consulting, and asset management, overseeing roughly $399 million for about 220 clients. The firm offers both written financial plans and ongoing portfolio management and also facilitates “held‑away” account management through a third‑party Pontera platform to implement tax‑efficient asset location and opportunistic rebalancing.
The firm’s investment process combines technical analysis—specifically Point & Figure charting and Relative Strength—with smart‑beta/factor strategies (momentum, quality, size, minimum volatility and value) and index investing, using a rules‑based approach to adapt to changing market conditions. Portfolios are monitored at least quarterly, matched to client risk profiles, and the firm may recommend or permit margin borrowing by pledging securities as collateral where appropriate.
Several features in the brochure distinguish Trinity from many peers: representatives are also licensed insurance agents/brokers, the firm’s owner operates a separate financial education service that runs public seminars, and the firm discloses use of a third‑party platform for held‑away accounts and the availability of firm‑paid tax preparation for certain clients. The brochure also indicates the firm’s marketing includes testimonials and that it may permit borrowing in managed accounts—practices that are relatively uncommon among comparable advisory teams.
Client services
Expertise
Fee options
Flat fees generally range from $5,000 to $50,000 for Financial Planning & Consulting and Pension Consulting
$0 - $1,499,999: 1.50% $1,500,000 - $2,999,999: 1.25% $3,000,000 - $4,999,999: 0.75% $5,000,000+: 0.50%
$500 per hour for Financial Planning & Consulting and Pension Consulting
Account minimum: $100,000 for Asset Management service, $500,000 for Comprehensive Portfolio Management service Minimum fee: Pension Consulting minimum annual fee of $5,000 for plans with assets under $750,000 Fee-only: Financial Planning & Consulting hourly fee $500; flat fees generally range from $5,000 to $50,000; Pension Consulting hourly fee $500; flat fees generally range from $5,000 to $50,000
Main office
899 Cassatt Road, Suite 120
Berwyn PA 19312
Advisors at this office
4
Most active in
Florida · Louisiana · New Jersey · Pennsylvania · Texas
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.
Quick links
Advisors at this firm
Marjorie W
Series 65
Berwyn, PA
Trinity Wealth Management, LLC
Marjorie Wentz is a financial advisor at Trinity Wealth Management, LLC in Berwyn, PA, holding a Series 65 designation with 12 years of industry experience. She has been with Trinity Wealth Management since 2014. Trinity Wealth Management serves individuals, high-net-worth clients, trusts, estates, and employer retirement plans by providing comprehensive portfolio management, financial planning, and pension consulting. The firm’s investment approach combines technical analysis with smart-beta factor strategies and index investing, employing risk-based allocations and regular portfolio reviews.
Justin W
CFP®, ChFC®, Series 63, Series 65
Berwyn, PA
Trinity Wealth Management, LLC
Justin Wentz is a CFP® and ChFC® with eight years of industry experience, currently serving as an advisor at Trinity Wealth Management, LLC since 2019. Prior to joining Trinity, he worked at Lincoln Financial Distributors and Northwestern Mutual. Before entering the financial advisory field, he spent ten years at High Point University. Trinity Wealth Management serves individuals, high-net-worth clients, trusts, estates, and employer retirement plans, offering portfolio management, financial planning, and pension consulting. The firm’s investment approach combines technical analysis with smart-beta factor strategies and index investing, employing risk-based allocations and regular portfolio reviews.
Kelly C
CFP®, Series 65
Berwyn, PA
Trinity Wealth Management, LLC
Kelly Catania is a CFP® and holds a Series 65 license with six years of industry experience. She has been with Trinity Wealth Management, LLC since 2017. Prior to her advisory role, she worked at Temple University from 2014 to 2018. Trinity Wealth Management advises individuals, high-net-worth clients, trusts, estates, and employer retirement plans, offering portfolio management, financial planning, and pension consulting. The firm’s investment approach combines technical analysis and smart-beta factor strategies with index investing, tailored to client risk profiles and reviewed quarterly.
John M
CFP®, Series 66
Berwyn, PA
Trinity Wealth Management, LLC
John Mann is a CFP® and holds a Series 66 license with 13 years of industry experience. He has been with Trinity Wealth Management, LLC since 2007 and is currently part of a four-advisor team in Berwyn, PA. Outside of his advisory role, he conducts educational seminars through Trinity Financial Education. Trinity Wealth Management serves individuals, high-net-worth clients, trusts, estates, and employer retirement plans, offering portfolio management, financial planning, and pension consulting. The firm employs a combination of technical analysis, smart-beta factor strategies, and index investing, with a focus on risk-based allocations and tax-efficient asset management.
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