Are you taking advantage of every opportunity?

Is your wealth managed with accountability and objectivity?

Are you in the hands of specialized experts?

Are your wealth choices guided by your life goals and values?

We invite you to join us for a Discovery Experience, where we’ll explore what matters most.

Reach out to our Client Ambassador, Carol Campey, to begin a conversation:


Our Consultative Wealth Management Process

With you, and for you, every step of the way.

A successful process should breed confidence and consistency, while allowing plenty of room for customization. Our process is truly consultative – we take the time to fully understand your values and goals. From there, we craft a long-range Wealth Management plan that meets your goals and objectives while ensuring that your needs continue to be met as they change over time. Our clients often tell us that the sense of purpose, clarity, progress, and confidence they feel as they move through our process is unparalleled.

Our standard process includes the following milestones:

Discovery Meeting

Comprehensive Discovery Process

We’ll assess your current financial situation, learn about your dreams, goals, and calling, and define the obstacles you face in achieving what’s important to you.


2 Weeks

Investment Plan and IPS
We’ll perform a diagnostic of current situation, our recommendation for moving forward and details on our investing approach

Investment Plan Meeting

Presentation of Investment Plan

Using what we learned in Discovery, we’ll present a complete diagnostic of your current financial situation and a plan for achieving your investment-related goals.


1 Week

Mutual Commitment Meeting

Confirmation of Commitment

Assuming we can truly add value and that we both believe the relationship is a good fit, we’ll agree to work together. Welcome to the Trinity family.


6 Weeks

Welcome to Trinity Review

Organization of Account Paperwork

We’ll help you organize your new account paperwork, answer any questions that have arisen, and set you up for the simplicity and relief that come from having everything in one place.



The Advanced Plan
We’ll produce a comprehensive evaluation of the entire range of your financial needs with our recommendation for moving forward, revisited as your needs change

Regular Follow-Up Meetings

Review of Progress and Implementation of Advanced Plan

We’ll check in periodically to report on the progress we’re making together toward your goals and learn about any important changes in your life that might call for an adjustment in your plan.

Start the process by scheduling a Discovery Experience today: