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 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.

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.