A complete list of active advisors currently associated with Trinity Wealth

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

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.

To learn more about the advisors currently working at Trinity Wealth, 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.