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

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

Trinity Wealth Management is a fee-based registered investment adviser that provides discretionary portfolio management and financial planning to individuals, trusts, and retirement plans. As of the most recent filing the firm manages roughly $425 million across 94 clients and offers both comprehensive wealth management and lighter consultative engagements. The firm’s investment process begins with a documented risk assessment and an Investment Policy Statement that establishes a top‑level allocation along an efficient‑frontier framework between equities and fixed income. Portfolios are implemented primarily with mutual funds and ETFs but may include individual stocks and bonds, separately managed accounts, managed futures, and hedging strategies on a client‑by‑client basis, with accounts monitored monthly and reviewed at least semiannually. Notable features relative to many peers include a team mix that combines a CPA with a PFS credential and multiple CFP certificants alongside an advisor who specializes in physicians and other health‑care professionals, reflecting an emphasis on tax and specialized client needs. The brochure also discloses collaboration arrangements with advisors who operate outside insurance businesses that receive commissions credited to separate entities, and indicates the firm will negotiate cash treatment and householding of related accounts when appropriate.

To learn more about the advisors currently working at Trinity 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.