Trinity Wealth Solutions LLC

Trinity Wealth Solutions is a small, state-registered independent advisory firm that serves individuals (including high-net-worth clients), families, trusts, estates and retirement-plan participants, managing roughly $53 million for about 100 clients. It offers wealth management, retirement and estate planning, comprehensive financial planning, and income tax planning and preparation as distinct services.

The firm implements client portfolios primarily through AssetMark Trust Co. TAMP-managed strategies and, where appropriate, retail brokerage at Charles Schwab, and uses Riskalyze to assess risk tolerance and E-Money for financial planning work. Investment management combines a long‑term strategic orientation with tactical asset-allocation models driven by the firm’s proprietary Six Factor Accumulation Model, with the adviser retaining discretion to reallocate positions as market conditions dictate.

A notable feature is that the firm’s owner is a Certified Public Accountant and provides tax preparation and planning through affiliated tax-service entities under common ownership, a relationship the brochure discloses and treats as separate from advisory services. The brochure also discloses the firm’s economic incentive considerations around IRA rollovers and describes a hybrid implementation approach (TAMP-managed strategies plus direct use of ETFs, low‑cost mutual funds, alternative strategies and individual securities) that distinguishes its operating model from many peers.