Triumph Private Wealth

Triumph Private Wealth provides discretionary portfolio management and financial planning to individuals, businesses, trusts and corporate entities. Financial planning is generally offered to clients who engage the firm for investment management, and services are delivered through the firm’s wrap fee program.

The firm’s investment approach emphasizes a long-term, globally diversified allocation guided by fundamental analysis and Modern Portfolio Theory, employing a mix of index funds, ETFs and, when appropriate, active strategies and individual securities. Accounts are managed on a discretionary basis, custodied at a major institutional custodian, and the firm discloses use of third‑party tools (including AI-supported tools) for research and meeting transcription.

Notable differences from many peers include sponsorship of a wrap fee program—an arrangement relatively uncommon among independent advisers—and an ownership affiliation with a licensed insurance agency that offers commissionable insurance and fixed‑annuity products, a relationship the firm discloses as a potential conflict of interest. The firm operates as a small, single‑advisor practice with roughly $22.4 million in regulatory AUM, a household account minimum, and a principal who self‑supervises while participating in affiliated insurance and other business activities.