About Us
Holistic Wealth Management Services with a Purpose
At Trinity Wealth Advisors, we believe in empowering families to transform their wealth into a powerful force for pursuing their unique vision and purpose.
Aligning your finances with your heartfelt values doesn’t guarantee greater wealth, but it leads to more meaningful and satisfying financial decisions that support your values, shapes your community, and contributes to a sense of purposeful prosperity.
Together, we can turn your financial success into a meaningful legacy for your family and future generations.
Why We Formed Trinity
Jim Matush founded Trinity Wealth Advisors in 1997. He felt that there was a missing component in the financial services industry for those with Judeo-Christian values. Unlike large financial institutions that bow to modern cultural influences such as political correctness, greed, and profit; Trinity aligns its success with your goals and personal values.
Our approach integrates advanced planning principles with the belief that wealth is not just a 6, 7, or 8-digit number. It is the foundation for building a legacy for future generations that reflects your most important values.
When you partner with Trinity, you can expect:
Truth
Straightforward Communication
Kindness
Gracious Words and Tones
Faithfulness
Consistent & Thorough Follow-Up
Patience
Persistent Effort in Task Completion
Charity
Prioritizing Your Best Interests
At Trinity, we don’t sell our own investment products or proprietary money management. We support you in building portfolios, assessing risk and then implementing those solutions with investment, legal and insurance specialists. We provide financial advice focused on your goals. We understand your biggest financial risk is not a volatile securities market. It’s a failure to pursue what matters most to you.
How the Power of Teamwork Works for You
Unlike typical firms where one advisor handles everything for you, at Trinity, you get the power of a team of financial professionals with 25+ years of experience on average. All of our partners are CERTIFIED FINANCIAL PLANNERS ®.
You benefit from working with specialists in the fields of investments, planning, tax, estate, service, and more vs. generalists.
We work in unison to provide you with comprehensive and cohesive financial strategies. This integrated approach ensures that every aspect of your financial life is considered, with each team member contributing their specialized knowledge for your benefit.
The more we know about your current circumstances, financial concerns, and goals, the easier Trinity can provide personalized financial advice and services.
COMPLIMENTARY EBOOK
How to Adapt to Life’s Increasingly Complex Financial Twists & Turns
Explore practical strategies to improve your financial security on life’s longer, often unpredictable journey.
