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:

 
 

Wealth Management Defined

Sophisticated. Comprehensive. Clear.

Wealth management means a lot of things to a lot of advisors, and often a totally different thing to clients. In our research with financially established families, we’ve identified your top 5 concerns and built a process to address them. Embedded in our Life-Wealth Planning philosophy, clients experience an incredible sense of clarity, purpose, and momentum towards their goals.

Here’s what wealth management means at Trinity:

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Advanced Planning:

A sophisticated approach to navigating the complexity inherent in stewarding wealth, and to systematically addressing the five primary concerns of established families:

Concerns That Matter To YouTrinity’s Advanced Planning Components
Is there enough for the rest of our lives and lifestyle? Wealth Sustainability
Maximizing after-tax dollars Wealth Enhancement
Minimizing the effects of catastrophes Wealth Protection
Conducting the best asset and values transfer to heirs Wealth Transfer
Effectively supporting causes we care about Charitable Giving
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We bring specialized, best-in-class, objective expertise in investment consulting, coordinating your entire investment portfolio to meet your goals and expectations. Learn more about our proprietary Access Meets Accountability Platform.

Explore more about our unique and powerful approach to Investment Consulting.

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Relationship Management:

How we work with you and your team of advisors for coordination, efficiency and alignment. We start with a clear understanding of your life goals, major transitions, and thoughts on “what’s next,” and then orient your entire team around your vision.

Let us show you the Trinity difference. Schedule a Discovery Experience today: